Trainee Paraplanner
- Recruiter
- Confidential
- Location
- Leeds
- Salary
- GBP18-24k +bens
- Posted
- 21 Jul 2021
- Closes
- 12 Aug 2021
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
My client is a leading Financial Advisory firm based in the Centre of Leeds, providing individuals and businesses throughout the UK with Financial Advice across ISA's & Investments, Family Protection, Retirement Planning & Pensions & Equity Release.
We are seeking a Trainee Paraplanner to join an existing Office based team of Paraplanners, who are providing assistance to the Financial Advisors of the business in terms of Suitability Report Writing and Product Research. You will be trained in all aspects of Product Research and the production of all documents that Advisers will need to discuss recommendations with clients along with the associated Compliance requirements. You will also be trained on the various systems used to complete the various tasks.
Your main responsibilities will include:
* Reviewing and understanding existing scheme information from providers.
* Inputting client data on to the CRM system (Intelligent Office).
* Using research tools/systems to complete detailed analysis, including Select a Pension, FE Analytics, Dynamic Planner, Cash Calc, Assureweb, Provider Platforms.
* Contacting clients and providers as required.
* Completing detailed and thorough Suitability Reports, using templates to support and adding free text as needed.
* Ensure compliance with office policies, Network policies and FCA regulations
* Any other general administrative/research duties as required.
We are ideally seeking someone with 1-2 years experience within the Financial Services sector with strong written and verbal communications skills, any current knowledge you have related to Financial Planning, Pensions & Investments would be to your advantage, along with the desire to work in the sector and to develop a career within Financial Planning. You will have the opportunity to study towards a Diploma In Financial Planning and will be provided with study materials and exams costs will be covered.
Benefits Include:
* 25 days holiday
* Dress down and finish early Fridays
* Exam & Study Support
* "Family feel" office environment
* Full training, Support and Mentoring
We are seeking a Trainee Paraplanner to join an existing Office based team of Paraplanners, who are providing assistance to the Financial Advisors of the business in terms of Suitability Report Writing and Product Research. You will be trained in all aspects of Product Research and the production of all documents that Advisers will need to discuss recommendations with clients along with the associated Compliance requirements. You will also be trained on the various systems used to complete the various tasks.
Your main responsibilities will include:
* Reviewing and understanding existing scheme information from providers.
* Inputting client data on to the CRM system (Intelligent Office).
* Using research tools/systems to complete detailed analysis, including Select a Pension, FE Analytics, Dynamic Planner, Cash Calc, Assureweb, Provider Platforms.
* Contacting clients and providers as required.
* Completing detailed and thorough Suitability Reports, using templates to support and adding free text as needed.
* Ensure compliance with office policies, Network policies and FCA regulations
* Any other general administrative/research duties as required.
We are ideally seeking someone with 1-2 years experience within the Financial Services sector with strong written and verbal communications skills, any current knowledge you have related to Financial Planning, Pensions & Investments would be to your advantage, along with the desire to work in the sector and to develop a career within Financial Planning. You will have the opportunity to study towards a Diploma In Financial Planning and will be provided with study materials and exams costs will be covered.
Benefits Include:
* 25 days holiday
* Dress down and finish early Fridays
* Exam & Study Support
* "Family feel" office environment
* Full training, Support and Mentoring