Trainee Paraplanner
Salary up to £30,000 plus benefits and bonus
Trainee Paraplanner required by a growing wealth management firm in Edinburgh. You will provide technical and administration support to a team of financial planners.
When fully trained, responsibilities will include:
- Deal with general client queries
- Analyse clients’ requirements, develop cash flow models and accurately record client data
- Research and analyse financial products to meet client requirements and objectives
- Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
- Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and discussion documents
- Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
- Work within and stay up to date with template changes and advice framework
- Check any plan information against the relevant checklists following the letter of authority to see what information may be outstanding in order to analyse the plans.
- Call ceding scheme providers to request outstanding policy information for clients.
- Prepare suitability letters and reports (liaising with financial planners), taking full responsibility for the client files and back office IT records throughout the advice process
Knowledge and experience:
- Willingness to study towards level 4 Diploma Qualification
- Experience of financial service products
- Computer literate, excellent knowledge of Microsoft Office products, Word, Excel, PowerPoint and Outlook
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
Required skills
- Financial Services
- Investment
- Pensions
- Protection
Reference: 52473562
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