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Trainee Paraplanner

Sandringham Wood Recruitment
Job LocationClifton, Bristol
EducationNot Mentioned
Salary27,000 - 32,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Were seeking a Trainee Paraplanner to join a well-established and highly successful Wealth Management Firm based in the heart of Clifton Village, Bristol.The company specialises in offering expert financial advice to individuals and businesses in a wide range of areas including tax efficient investment planning, retirement planning, pension planning, estate planning, with an aim to reduce inheritance tax.As a Trainee Paraplanner, you will play an integral role within the business. You will provide technical support to the financial advisers and provide high quality service for clients. This role will see you writing cases, answering technical queries; youllalso need to ensure cases are chased and issued in a timely manner.Reporting to the Managing Director, you will be responsible for reviewing, analysing and preparing compliant recommendations, as well as preparing suitability letters and reports.Whats in it for you:

  • Salary range £27,000 - £32,000 (dependent on what you can bring to the role)
  • Discretionary bonus scheme
  • 25 days holiday (plus public holidays)
  • Pension: 5% Er contribution
  • Real opportunity to play a key role in the business, as it grows, and opportunity for good future career development.
A bit about youyou will be:
  • A trainee Paraplanner looking to develop within a new firm or an experienced Administrator looking for your next step into paraplanning
  • A good problem solver
  • Forward thinking, collaborative with good admin & organisational skills and a real eye for detail
  • Warm & friendly and enjoy client interaction
  • Not afraid of getting stuck in and assisting where needed within a small business
  • Ideally qualified to Level 4 or close to achieving this.
Your place of work:
  • Lovely offices within the heart of Clifton Village; near shops, bars, and restaurants.
You will:
  • Complete simple Suitability Letters - ISA top ups, Pension top ups
  • Liaise with the compliance department regarding technical queries
  • Discuss client objectives with the financial adviser
  • Undertake research to identify suitable solutions to meet client needs
  • Complete application forms
  • Ensure all compliance paperwork is in order
  • Make changes to clients investments as instructed
If this interests you and youd like to find out more, please apply now or call Jess Wood on 0117 962-5005; a full and detailed role profile is available - we can then discuss your career aspirations in more detail and ascertain if this is an opportunityyoud like to explore further.By applying for this position, you agree to Sandringham Wood processing your personal data, in line with our privacy notice.

Keyskills :
ParaplanningReport WritingResearch

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