Trainee Paraplanner - Financial Services

Location
Tunbridge Wells, Kent, England
Salary
£23000 - £27000 per annum
Posted
20 Jul 2017
Closes
17 Aug 2017
Ref
00071159
Contact
Recruitment Genius Ltd
Contract Type
Permanent
Hours
Full Time
An exciting career development opportunity has arisen for a trainee paraplanner to join this vibrant firm of whole of market Chartered Financial Planners in Tunbridge Wells.

To apply for this role you MUST have experience in either a financial services administration or a similar paraplanning role.

It is also a requirement that you have already started your studies to achieve the Diploma in Financial Planning. A full role profile will be provided if you are selected for interview, but an outline of the duties is as follows:

To provide full support functionality to the financial planners and directors including:

- Drafting of suitability reports for the advisers within the agreed timescale
- Attending client and product provider meetings as required by the financial planning team
- Conduct whole of market research using the agreed research tools.
- Create cashflow models using the company's designated software
- Carry out various ad-hoc administration duties as and when required
- Ensuring documents are uploaded to the relative client database on the company's preferred client system
- To maintain accurate time records using tasks to ensure that all appropriate client work is time logged
- To undertake asset allocation comparisons using the company's in house tool

The company will provide full support/financing of further study and the successful applicant can expect to develop their financial services career rapidly.

Additional benefits include a performance related bonus scheme, 25 days holiday (in addition to statutory holidays) rising to 30 days with service; life assurance and Private Medical Insurance is provided after a qualifying period.