Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is commitment to providing high levels of professionalism to clients and employees alike.
An exciting opportunity is now available for an ambitious Trainee Paraplanner to form part of their team. The successful Candidate will be responsible for servicing existing business, platform-based work, illustrations and regular contact directly with clients and wrap/platform providers. Candidates will also be supporting the Senior Paraplanners with analysing information and conduct basic research to produce suitability reports. This must be done in such a way to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.
What to expect:
* 25 days holiday
* 4 x Death in Service Benefit
* Employer Pensions Contributions
* Flexible working
* Financial support to encourage study for further advancement within the business
Responsiblities:
1. Responsible for providing support to the Senior Paraplanners within the team.
2. Receiving and acting on instructions from advisers and paraplanners following client meetings.
3. Maintaining...