Trainee Paraplanner - Luton

Posted Yesterday by Reed Insurance
My cliient a prestigious and very well established Wealth Planning IFA Practice in Milton Keynes is actdively looking to recruit a Trainee Paraplanner from a Senior Wealth Planning Administration background, to join their very successful team.  There is a great opportunity here for progression for someone keen to achieve their Diploma and already part qualified.  Ideally you will be assisting Paraplanners currently in putting together Suitability reports and be part or almost at Diploma level.  The client rewards Talent and you will be recognised for your skills and ability to carry out the role. 

The main duties will develop into the following:-

- Assist in providing a comprehensive holistic financial planning service to clients
- Client relationship management
- Ensuring retention of clients through effective relationship management
- Assist Adviser in generating fee income for the practice
- Delivering high quality, compliant, ethical advice and service to clients
- Delegating work to administrator and working with them to cover all client needs.
- Assit in preparting clear and detailed reports and recommendations to clients to highlight areas of concern, investment opportunities and areas of planning that need attention. Primarily initial reports and Annual Reports using in house cashflow forecasting.
- Help to Consider strategies for clients to ensure that they can achieve their lifetime goals
- Help to Research the market, gaining all necessary paperwork in order to implement necessary changes for clients, with help from administration team where necessary.
- Re-allocation of assets for clients, use of wrap platforms
- Clients interaction on a daily basis to keep them updated and manage the relationship
-  Gain necessary paperwork for clients from life offices, investment houses, solicitors, accountants etc.
- Assist Adviser and other administrators wherever necessary in all areas of the client process
- Regularly update clients on financial planning issues / significant developments
- Enhance skill set through continued training /additional professional qualifications
- Completion of Reason Why Letters and all compliance issues.
- Training of staff where necessary
- Understand tax, pension and investment issues at minimum Diploma level and advise clients accordingly
- Review pensions for clients, including Final Salary pensions

To be considered you must be working towards your Diploma in Wealth Planning and currently be working as a Senior Wealth Planning Administrator.

In addition you ned to be only a couple of exams away from Diploma. 

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you looking to move into Trainee Paraplanning and are almost Dip Qualified?
Are you currently a Senior Administrator in Wealth Planning?

Reference: 34194357

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