Trainee Paraplanner

Salary up to £30,000 plus benefits and bonus

Trainee 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
  
• 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 and discussion documents
• Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Work 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 clients.
• Prepare suitability letters and reports (liaising with financial planners), taking full 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
• Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook

To find out more about this opportunity please contact Paula Thornbury

Thornbury 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.