Job Title: Trainee Paraplanner - Banstead
We are seeking both trainee and experienced Paraplanners for our clients based in the Banstead area of Surrey. Your role will involve providing vital paraplanning support to a team of wealth advisers. There is potential for progression into an Advisory role within the firm in the future, depending on the candidate's interests.
Responsibilities:
1. Provide essential paraplanning support to the team of wealth advisers.
2. Research financial products, planning solutions, and investment strategies.
3. Prepare recommendation reports for client meetings.
4. Offer high-level technical support.
5. Assist advisers with client management.
6. Provide technical reports and information to advisers and clients.
7. Ensure high-worth investment transactions are executed accurately.
Experience and Qualifications:
* Previous administrative and paraplanning experience required.
* Show some CII exam results or hold Level 4 qualification in Financial Planning.
* Familiarity with major research systems (e.g., Cashcalc, X-Plan, FE Analytics, etc.).
* Experience in the Pension Switch market.
* Experience in administering IHT or Investment products.
* Excellent IT skills and proficiency in Microsoft Office.
If interested, please send your CV to [emailprotected].
Application Form:
Your Name (required)
Your Email (required)
Phone Number (required)
CV Upload
If you agree to be contacted regarding our products or services, please opt in by ticking the box. For more information, see our Privacy Policy regarding data handling in line with GDPR.
#J-18808-Ljbffr