Paraplanner / Trainee Financial Planner

Drew Chapman Search and Selection
Central London, UK
17 Jun 2019
01 Jul 2019
Contract Type
Full Time
This is an exciting opportunity for an individual with previous IFA / Financial Planning exposure to join a growing and progressive organisation in this newly created role.

The position offers direct progression opportunities for the right candidate looking to expand on their knowledge and skill set within this sector.

This role is working alongside an adviser with a view to gradually into an advisory role.

The main focus of this role is as follows:
  • Complete review reports for all Planner annual Client reviews.
  • Attend Client meetings
  • Complete Wealth Analysis reports
  • Complete suitability reports for advice
  • Complete other reports / letters such as fund switching, top ups, withdrawals, execution only cases
  • Compile Cashflows either as part of a advice report or standalone
  • Complete pension Carry Forward calculations
  • Undertake fund switches
  • Liaise with Planners, Product Providers and Clients in a polite and professional way
  • Maintain up to date product knowledge in order to ensure reports are technically accurate
  • Respond to Client and Planner requests and deal with these in a timely manner

In order to be considered for this position, suitable applicants MUST:
  • Possess previous exposure to report writing within an IFA / Financial Planning environment
  • Be making some progress with their DipFS qualification and be keen to study for further professional qualifications
  • Possess excellent communication skills both verbally and in writing
  • Be of a friendly and positive nature
  • Possess the ability to work in a team or individually
  • Be organised and able to prioritise their work according

Apply now for further information!

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