Trainee Paraplanner

Bell Cornwall Recruitment
Sutton Coldfield
09 Mar 2019
31 Mar 2019
Contract Type
Full Time
Trainee Paraplanner

Location: Sutton Coldfield

Salary: Up to £37,000 (DOE)

Job Type: Full Time / Permanent

Bell Cornwall Recruitment have a new opportunity for a Trainee Paraplanner to join our clients’ family run IFA Practice based in Sutton Coldfield.

The company being a family run business, run their practice on the same basis as being a ‘family’ to both their employees and their clients. The company are happy to offer this fantastic opportunity to a newly qualified Paraplanner who has completed their Financial Planning Certificated (FP3/CP3) or someone who is an experienced IFA administrator looking to progress their career into the Paraplanning line of work.

The company offer flexible working hours, 30 days annual leave as well as free parking as part of the package for the right candidate.

The day to day role includes:

* Carrying out all advice administration on pensions and investment business

* Being able to use soft where including Plum, Iress, Financial Express, MS Office and Excel

* Provide accurate information on the company’s services to clients

* Prepare client review packs and financial summaries of investments in time for meetings

* Keeping accurate daily records on the progress of client cases adhering to the company’s policies

* Sending out and chasing client letters of authority

* Providing daily progress updates within the team and weekly reports to the Managing Director

* Drafting client reports

* Researching and analysing products, providers, and funds

* Producing pension and investment projections and client reviews

* Completing compliance checks on client files in consultation with the Business Manager

The ideal candidate will have:

* Financial Planning Certificate (FP3/CF5) or working towards

* An excellent standard of written and spoken English

* Previous experience of working within the financial/investments sector

* Outstanding interpersonal skills

*Paraplanning* *Financial Advisor* *Finance Graduate* *Trainee Paraplanner* *Paraplanner*

Interested? Please click the 'APPLY' button now!

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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