Trainee Paraplanner

NJR Recruitment
Bath, UK
19 Jun 2019
27 Jun 2019
Contract Type
Full Time
Trainee Paraplanner

Location: Bath

Salary: £25,000 - £30,000

Our Client, a credible, ambitious and Chartered firm of Independent Financial Advisers with three offices across the South West are now looking to recruit an ambitious Candidate to join their Technical Team.

This is an incredible opportunity working for a business that truly appreciates, and takes care of its staff. With a real family feel to the environment, our Client operates a 'work hard, play hard' culture, and they are keen to recruit industry talented individuals to compliment the current team in Bath.

Offering a competitive salary and bonus, plus an excellent benefits package, including PM, DIS, Pensions, 25 days holiday, and fresh fruit!!This is a truly unique opportunity to enhance your career.

Daily duties will consist of;

·Assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate

·Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance

·Provide research and analysis of Investment Funds and Financial Products

·Conduct fund research using the companies panel or FE Analytics

·Review asset allocation for any investment/pension holdings

·Complete financial cashflow forecasts, clearly demonstrating the client's current and future financial position

·Prepare Financial Plans, clearly outlining the client's current position

·Preparation of fund switch and encashment letters according to advice provided

·Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided

·Liaise with Product Providers / Third Parties regarding any technical queries

·Build a strong working relationship with all colleagues across the business

·Accurately complete new business sheets to be handed over to the PA

·Complete 4-eyes checks on the completion of application/trust forms before submission to the client or complete the forms if necessary

Our Client is prepared to look for Candidates who are either Diploma Qualified with minimal industry experience OR those who are working towards the Level 4 Diploma with experience in an IFA / Product Provider capacity.

Our client is looking for someone who can demonstrate a desire to progress within the buoyant Financial Planning industry. It is important that those applying fit in to the 'work hard' company culture, and they are really looking for those who are confident, switched on, and someone who has the drive to exceed expectations and deliver a high level of professionalism.

For further information please contact one of our specialist consultants quoting REF: NJR9199

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