Trainee Paraplanner

A Trainee Paraplanner is required by a highly successful, expanding financial planning firm as a result of a recent acquisition. The role is based in Malvern and there may be some additional travel to the Cheltenham office when required.

Your main responsibilities will include

  • Information gathering and analysis for new and existing clients (processing letters of authority, collating and analysing information, reporting to adviser);
  • Conducting research (in conjunction with other paraplanners and advice team);
  • Assisting with the preparation of Suitability Reports for adviser sign-off;
  • Assisting with the preparation of Illustrations/Key Features Documents and all necessary information to support the advice process and meet compliance requirements;
  • Record-keeping and recording of information to ensure compliance sign-off;
  • Dealing directly with clients for routine enquiries and administration;
  • New business processing.

You will be working towards your CII Level 4 Diploma and will have gained previous experience in an IFA firm (potentially as an IFA Administrator). You will be ambitious and keen to progress with your studies and develop your career. In addition, you will possess strong communication and stakeholder management skills and an eye for detail.

Location:Hereford & Worcestershire

Salary:£25000 - £30000 Per Annum + benefits


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