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Trainee Paraplanner

Posted 12 March by Coast Specialist Recruitment Easy Apply Ended

A leading & long established wealth manager has an excellent opportunity for a trainee paraplanner to join local office.


  • Liaising directly with client managers and advisers on a regular basis.
  • Contacting providers to obtain outstanding existing scheme/plan


  • Analysing data and using research tools to provide solutions to meet

client's needs and objectives

  • Liaising with our investment analysts to obtain appropriate investment


  • Providing records to support research undertaken
  • Summary of client's needs, objectives and recommendation via a

suitability letter and client illustration.

  • Carrying out all tasks to be consistent with compliance procedures.
  • Communicating with the all members of the team on a regular basis, to

provide case updates.

  • Managing case work to meet company and client deadlines.
  • Opportunity to develop skills through industry exams to progress to

investment analyst and/or adviser

The chosen candidate will be:

  • Working towards Level 4 Financial Planning Certification
  • Maths and English GCSE A-C or equivalent, preferably educated up to

degree qualification including an element of mathematical or statistical

related disciplines.

  • Extensive knowledge of the Financial Services Industry
  • Degree level qualification
  • Good Communication Skills - Verbal and Written
  • Attention to Detail and the ability to develop your own ideas
  • Exceptional organisational, planning and analytical abilities
  • Computer Literate - Knowledge of Microsoft Word, Outlook and Excel
  • Desire to develop industry knowledge and progress into other roles in

Required skills

  • Financial Services
  • Paraplanning
  • Pension Administration
  • Report Writing

Reference: 34665612

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