Paraplanner - Trainee

North Lanarkshire
22000.00 - 25000.00 GBP Annual
14 Jun 2019
11 Jul 2019
Contract Type
Full Time
Paraplanner - Trainee
• Glasgow
• GBP22000 - GBP25000 (negotiable, DOE) + bonus + benefits
Talent Reach are delighted to be partnering with this very well established & highly reputable, UK wide, financial services business as they seek a Trainee Paraplanner to join their growing company. As a Trainee Paraplanner, you will be joining this organisation at a very exciting time as they have enjoyed a period of growth through acquisition and are focused on continued future business growth moving forward.
The Role:
Reporting to the Advisor Support Manager, your traineeship will see you spend time in various departments to gain a full & thorough knowledge of all aspects of advice & review processes, including valuations, new business & compliance.
As Trainee Paraplanner you can expect to carry out a very wide range of tasks &
• collation all required information to be given to a client
• preparation of correspondence which includes compiling suitability letters, reports, investment valuations and spread sheets all in accordance with company philosophy & house rules
• Accurately preparing documents such as Investment Review, Portfolio Re-Balancing, Pensions investments & reviews, Personal/Business Assurance Cove
• Conducting research in order to make the most accurate and beneficial recommendations for clients
• Researching Investments for High Net Worth clients including Inheritance Tax Planning
• Checking and processing of new business cases
• Checking policy documentation and ensuring in house systems are fully and accurately updated
• Liaising with Life, Investment and Pensions companies to gather information, accurately input into Wealthpro
For You:
• The opportunity to develop your career within the financial services sector
• Full cross-department development and training
• The opportunity to gain the CII accreditation paid for by the company
• Company pension
• Annual review and a potential bonus awarded
• Be part of a company who continue to grow through new acquisitions
• 21 days holidays plus bank holidays (holidays also increase with tenure)
Skills and Experience Required:
• knowledge of the Financial Services industry and markets
• Motivated & Performance Driven
• Very keen to undertake extensive training
• Strong work ethic
• Strong presentation skills
• Excellent ability to communicate with clients and colleagues
• Work towards obtaining CII Diploma level qualified as a minimum
• Time management
• Strong team player
Please apply & all suitable candidates will be contacted asap. Due to the high volume of applications we receive it is sometimes not possible to speak to all applicants directly. Please assume that if you have not been contacted within 2 weeks of your application that on this occasion it will not be progressed. We thank you for your understanding

More searches like this