Trainee Paraplanner

A Trainee Paraplanner is required by an Independent firm of Chartered Financial Planners based in Leicester City Centre. You will join the paraplanning team that supports the Financial Planners by providing research, report writing, meeting preparation and client support. You will be supported through your studies to help you achieve your Level 4 Diploma.

Your responsibilities will include:

  • Liaising and discussing tasks/cases with the Planners to establish a report brief. ?
  • Identifying clients’ needs and objectives and assess their situation and attitude to risk. ?
  • Arranging / collating the necessary information i.e. helping reconcile portfolio valuations and portfolio spreadsheets. ?
  • Researching and identifying the solution for the client by applying technical & product knowledge. ?
  • Drafting initial report using the standard formats within accepted timescale. ?
  • Amending and finalising draft report, once checked by the Planner. ?
  • Ensuring necessary compliance checks are completed and recorded. ?
  • Preparing relevant discussion documents and other preparation requirements for client meetings. ?
  • Attending and minuting client meetings (where appropriate). ?
  • Acting as point of contact for investment houses and companies.
  • Organising and initiating the scheduled reviews of appropriate investment panels. ?
  • Retrieving all requested data and collate into the review matrices. ?
  • Preparing data for the panel review meetings. ?

You will ideally be working towards the Level 4 Diploma in Financial Planning must have previous experience in a fast-paced IFA environment. You must have the ability to work as part of a team and to interact well with colleagues. You must be self-motivated and have the desire to develop and an appetite for learning. In addition, you will possess a high level of analytical capability and excellent communication skills.

Location:Leicestershire

Salary:£20000 - £30000 Per Annum dependent on experience

Reference:414820a

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