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Trainee Paraplanner

Posted 7 March by Nelson Scott Featured Ended

Role Title: Client Support Manager

Location: Head office, Gatwick, West Sussex

Reporting to: Client Support Director

Role overview and purpose

Working as part of our lively and friendly client support team, you will be responsible for providing full paraplanning services to our Financial Planners.

Key activities and tasks

Researching product options

  • Using in-house and external software to research the market for the most appropriate product for the client and saving all research to the 'Volume’ filing system

  • Discussing research with Financial Planners and Compliance

    Creating client suitability reports

  • Using templates to create suitability reports and updating of templates

    as necessary

  • Presenting suitability reports to Financial Planners

  • Ensuring suitability reports are compliant

    Analysing clients’ existing products

  • Entering details on to 'Financial Express’ and analysis software and saving all analysis to the 'Volume’ filing system

  • Providing a summary of analysis to Financial Planners and Compliance

    Creating new business paperwork

  • Uploading details on to platform provider accounts, printing out applications and literature

  • Completing money laundering checks

  • Ensuring compliance document is correct and complete

  • Submitting cases to compliance (post client signature)

    Producing 'Voyant’ reports

  • Inputting data into 'Voyant’,

  • Updating 'Voyant’ post meetings

  • Producing 'Voyant’ reports

    Required qualifications and skills

  • Progression with the CII Level 4 Diploma- Started the exams

  • Knowledge of Word, Excel, Outlook, '1st ’ software and fully IT literate

  • High level of technical knowledge

  • Attention to detail, thoroughness and accuracy

  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure

  • Initiative to develop own ideas and projects to assist in the ongoing development of our client proposition

  • Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player

    Desired qualifications and skills

  • Knowledge of 'Voyant’ financial planning software

  • Knowledge of 'Fastrak’

  • Knowledge of 'Selecta pension’ analysis system

    Salary and benefits

  • Base salary up to £40,000 commensurate with education and experience
  • 20 days holiday per annum plus public holidays. Plus an additional day for every completed year - up to 5 years
  • 3% non contributory pension scheme subject to auto enrolment rules

  • Income Protection

  • Death in service of 4 x salary

  • Private Medical Insurance

    Other information

We want the very best people, who want to do a great job, working for us. In return, we are prepared to offer a very competitive package including a great salary and benefits scheme and a flexible working environment - whilst our hours of work are 37.5 hours per week, we are open to discussions around how this can best work for you.

We’ll also ensure you get all the training and support you need for this role, and if you’re ambitious, we have a structure in place to help support your career progression with us.

We put our heart and souls into delivering progressive financial planning for our clients, who come from all walks of life, but all with wealth they wish to nurture and protect.

Removing the frustrations and confusion of our clients’ financial world, we skillfully merge their disparate finances into one simple, clear plan linked to their personal goals and ambitions - giving them clarity, confidence and control.

With our people firmly at the centre of our business, we are a close knit team, with our highly experienced and qualified Financial Planners and Client Services Team ensuring we deliver excellent client service.

Required skills

  • Financial Planning
  • Investment
  • Paraplanning
  • Pensions
  • Research

Reference: 34633148

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