Our client is looking for a Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service to their clients. This role also offers progression to train to become a qualified paraplanner.
Responsibilities:
· Assist the paraplanning team with various administrative tasks, including but not limited to data entry, file management, and document preparation.
· Work closely with financial advisers, paraplanners, and other team members to provide seamless support and deliver outstanding client service.
· Identify opportunities for process improvement and contribute ideas to enhance the efficiency and effectiveness of the paraplanning department.
· Maintain client records, ensuring confidentiality and accuracy of information in accordance with data protection policies.
· Collaborate with financial product providers, platforms, and custodians to request and obtain required information and documentation.
· Conducting research, analysing data to support the financial advisers and paraplanners in ongoing advice.
· Documenting ongoing advice and preparing accurate and comprehensive reports, based on the information provided by paraplanners and financial advisers.
· Ensure all documentation and processes adhere to regulatory standards and internal compliance guidelines.