Trainee Paraplanner

Lime People Search & Select Ltd
30 Oct 2018
31 Jan 2019
Contract Type
Full Time
My client provides a bespoke service to individuals and businesses, advising on all aspects of financial planning via a team of advisers who have an average of 18 years experience in financial services.

We are seeking someone to join the Paraplanning team as a Paraplanner / Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, writing suitability reports, researching the market for new products, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures.

The ideal person for this role will either be someone who is in an Investment Administration role with 2-5 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are or an existing Paraplanner seeking a move. Ideally you will have 2-5 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3, RO4, RO5, RO6).

This company provides an excellent training programme, coupled with very strong benefits structure

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