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Trainee Paraplanner

Posted 4 January by Coast Specialist Recruitment Ended

Trainee Paraplanner

On behalf of a highly regarded and extremely reputable HNW IFA we are seeking to find a candidate that would like to progress into a paraplanning position

Initially you will provide an ongoing professional service to Advisers from file preparation, business submission, compliance and general client administration and represent the Practice professionally at all times to clients, visitors and professional contacts.

Duties will include:

  • Maintain compliant client files

  • Ensure that all suitability letters and CFRs are fully complete

  • Complete all non-technical replacement cases e.g. ISA transfers

  • Complete all new business submission as efficiently as possible

  • Monitor systems regularly to ensure it accurately reflects current position

  • See all business through to issued status

  • Deal with client queries when required appropriately

  • Prepare client files for advisers in advance of client meetings

  • Meet the advisers on a regular basis to exchange client files and gain an understanding of the client needs

  • Liaise with advisers regarding product/fund choice

  • Analyse letter of authority information and perform calculations where necessary

  • In terms of experience we are able to consider applicants ranging from people with a grounding in the financial services sector through to applicants with progress towards the diploma qualification and experience of working within an IFA

Our client can offer a competitive salary of between £20,000-£25,000 depending on experience and industry qualifications plus a bonus of up to 10% of salary and benefits

Key Words - Sales Support / Para Planner / Paraplanner / IFA / Wealth / DIPFA / DIPPFS / Investments / Pension

Reference: 34132954

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