Trainee Paraplanner

09 May 2017
08 Jun 2017
Contract Type
Full Time
Are you currently a Trainee Paraplanner and working towards your Level 4 Diploma in Financial Planning? If so this established branch in the Bournemouth / Poole area who have been operating for over 25 years are looking for a Trainee Paraplanner to join their team

This Investment company offer fee based, independent financial advice to private individuals and professional business and you will have to support IFA's in areas of pension and investment advice. You will be expected to research and analyse products that are appropriate to the clients' circumstances, as well as preparing detailed reports.

Key responsibilities:
To prepare recommendation reports.
To work with financial advisers in preparing literature in preparation for client meetings
To prepare and maintain client files.
To ensure that recommendations and client correspondence is updated in line with changing rules and regulations.
To help to implement recommendations by working with the relevant financial adviser and contacting clients.

You will need to be able to demonstrate that you have an understanding of the Financial Planning process and the Automatic Enrolment regulations. If you have the above can you please contact Michelle Brennan for more information.