Trainee/Junior Paraplanner (Hybrid)

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.

Location: Office based primarily but home working is available for up to 2 days per week

Hours: 5 days per week - 9am until 5pm (Monday - Friday)

Salary; £25,000 - £27,000 Negotiable

Contract type: Permanent

Benefits;

• 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)


• NHS Top up Medical Cash Plan (increasing with length of service)


• Gym membership


• Free onsite parking


• Bike to work scheme


• Exam support and funding


• Inhouse development path for those that want to develop throughout the various roles


• Team socials

Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business.

Key Duties and Responsibilities:

• Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey


• Sending Letter of Authorities to third party providers


• Chasing outstanding information with third party providers


• Analysing of policy information


• Preparation of basic suitability letter and reports


• Accurately recording clients data and compliance


• Communication between client and adviser to ensure both parties are updated throughout the process


• Working within desired timescales for completion of tasks


• Project a professional image in both appearance and attitude and provide quality support on time to agreed standards


• Maintain up to date industry knowledge and awareness by attending training days and keeping abreast of advice and process changes internally


• Develop technical competence at an appropriate level to meet the requirements of the role


• Maintain a good working relationship with colleagues, clients and third parties.

Person Specification:

• Genuine interest in Financial Services and paraplanning as a long term career


• Interest in taking exams and keen to develop is essential


• High level of attention to detail and accuracy


• Highly organised


• Excellent written and verbal communication skills


• IT Skills


• Demonstrates a positive attitude at all times


• Works well as an individual and also as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.

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