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Trainee Paraplanner

Posted 10 January by Reward Recruitment Easy Apply Ended

Reward Recruitment are currently partnered with a local Chartered IFA firm, who are looking to expand their team by recruiting for a Trainee Parpaplanner. In this role, you will be given the full support and sponsorship to become a fully qaulififed Paraplanner.

Duties of the Trainee IFA Paraplanner:

  • The position involves a wide variety of tasks associated with managing and advising a range of high net worth and business clients in the area of holistic financial planning, tax planning, investments, estate planning, retirement planning and protection within a directly authorised firm.
  • Assisting in producing accurate, compliant and complex advisory reports across the full range of individual and corporate advisory areas.
  • Research, analysis and development of client financial planning strategies in conjunction with a financial planner.
  • Cash flow planning.
  • Utilising the Intelliflo back office system to manage, monitor and maintain all client records, tasks, workflows and business submissions for MI and compliance systems.
  • Client administrative work including portfolio management, workflow management, record keeping, applications, illustrations, quotes, submissions, etc.
  • Preparation of client review reports.
  • Dealing with client contact and queries and assisting in client ongoing relationships where required.
  • Ensure technical knowledge & CPD is continually updated.
  • Development of skills over time to take on board more paraplanning tasks.

Requirements of the Trainee IFA Paraplanner:

  • The ideal candidate MUST have AT LEAST 2 years of administration or client management experience working in an IFA or financial advisory business.
  • MUST have some experience of completing some Paraplanning tasks such as research, analysis and formulating client reports, ideally within a multi adviser practice.
  • MUST have experience of working with a financial advisory back office system such as Intellifo, Iress, Plum, etc.
  • MUST have some industry qualifications and be working towards the Diploma in Regulated Financial planning or Level 4 industry qualification.
  • Ability to meet deadlines, work under pressure and maintain a high level of consistent and accurate output.
  • Ability to work autonomously while still forming part of the team and achieve results in an evolving business.
  • Strong time and task management skills.
  • Good verbal, numerical and written communication skills.
  • Strong organisational and administrative skills.
  • Strong IT skills with good knowledge of MS Office (or similar) especially Word, Excel and Powerpoint.
  • Experience of using various IFA research tools.

If you would be interested in applying, please get in touch with Samuel Groom at Reward Recruitment.

Required skills

  • IFA
  • Paraplanner
  • Wealth manager
  • Wealth management

Reference: 33920465

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