Entry Level 'Graduate Calibre' Trainee Paraplanner

Posted 22 August by MB Fitzgerald

MB Fitzgerald are currently working with a top Chartered Financial Planning business who are currently recruiting for a Graduate Trainee Paraplanner.

The role is suitable for Motivated and determined Graduates with an ambition to progress in Financial Planning or experienced IFA Administrators who are keen to find a role that offers progression and a clear, structured Career path.

As a Trainee Paraplanner you will develop by working alongside Paraplanners and Financial Planners to provide comprehensive support to the advisory team in the following areas:-

  • Provide administrative support to Paraplanner and Advisers
  • Assist in ensuring all client information and facts are up to date for analysis review to be undertaken
  • Provide support in the analysis and reviewing of transferring pension schemes, income drawdown and phased retirement plans
  • Prepare client investment and pension planning reports, completion and reallocation letters
  • Assist in identifying outstanding pension information required
  • Undertake pensions administration, including pension transfers, drawdown and annuity broking
  • Liaise with Advisers and keep up to date of progress and any outstanding requirements
  • Liaise with ceding pension scheme providers to obtain pension information as required

Candidates will be offered a competitive salary as well as full support towards study for the Diploma Financial Planning. You will receive Training to become a Paraplanner and candidates with the right attitude and commitment will be offered opportunities to progress as an IFA in the future.

Reference: 33134334

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