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Administrator/Trainee Paraplanner - Financial Planning

Job LocationLondon
EducationNot Mentioned
Salary£33,000 - £38,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join theirteam.Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and workwith the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firms compliance policy. You will focus on Retirement Planning,Investments, Tax and Estate Planning.The successful applicant will come from a Sales Support or Junior Paraplanning role, ideally with exposure to the IFA market. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processingand annual reviews. Experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status. You will have strong IT and communications skills and the desire tofurther your career.This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilitiesSales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth ManagementBy applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our websiteRequired skills

  • Financial Planning
  • Investments
  • Paraplanning
  • Pensions
  • Wealth Management

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