Trainee Paraplanner

Reed Insurance
Eastbourne, East Sussex
06 Jul 2017
04 Aug 2017
Contract Type
Full Time
Exciting opportunity working for a extremely successful IFA Practice and Law Firm to work within their brand new office barn conversion based between Eastbourne and Lewes.

My client is seeking a Trainee Paraplanner/ Senior IFA Administrator who have previous IFA Practice experience. Ideally you will have started working towards your diploma, but full study support provided.

Salary on offer £23,000- £32,000, this is completely negotiable for a 5* candidate.

Key Duties:
 Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies.
 To ensure that the firm’s clients are treated fairly at all times.
 To work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience.
 Create and maintain filing systems / client files.
 Arrange meetings / book appointments.
 Update and maintain the firm’s records / registers, as required.
 Update and maintain the firm’s diary system.
 Submitting new business.
 Compiling Client Reviews
 Liaising with clients, as and when necessary.
 Compiling invoices.
 Liaising with product providers, as and when necessary.
 Assisting advisers in the creation of client financial reports / letters.
 Monitor receipt of commission / fee payments from clients.

Key Skills:

 Good written and oral communication skills.
 Good report writing skills.
 Good methodical and organisational skills.
 Computer literacy and good typing skills.
 Accurate with good attention to detail.
 Knowledge of the FCA
 Basic knowledge of the financial services sector.
 Knowledge of the following software packages: Intelligent Office, Dynamic Planner, FE Analytics, Avelo Exchange, Deposit Sense, Word, Excel.
 Knowledge of various Wraps and Platforms.

Reed Specialist Recruitment Limited is an employment agency and employment business