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Trainee Paraplanner

Thornbury Recruitment Ltd
Job LocationGlasgow
EducationNot Mentioned
Salary22,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Trainee Paraplanner - GlasgowSalary up to £30,000 plus benefits and bonusTrainee Paraplanner required by a growing wealth management firm in Glasgow. You will provide technical and administration support to a team of financial planners.When fully trained, responsibilities will include:

  • Deal with general client queries and attend weekly handover meetings within your designated team
  • Analyse clients requirements, develop cash flow models and accurately record client data
  • Research and analyse financial products to meet client requirements and objectives
  • Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
  • Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the procesWork within and stay up to date with template changes and advice framework
  • Check any plan information against the relevant checklists following the letter of authority to see what information may be outstanding in order to analyse the plans.
  • Call ceding scheme providers to request outstanding policy information for client
  • Prepare suitability letters and reports (liaising with financial planners), taking responsibility for the client files and back office IT records throughout the advice process
Knowledge and experience:
  • Willingness to study towards level 4 Diploma Qualification
  • Experience of financial service products (desirable)
  • Familiar with research systems is advantageous but not compulsory (e.g., FE Analytics, Voyant)
  • Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook
To find out more about this opportunity please contact Paula ThornburyThornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

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