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Trainee Paraplanner
Job Posted: 6 hours ago
Salary: £ 28,000 - 33,000 / Annum
Job Type: Permanent
Location: Ainsdale
Expire in: a month
Job Description
My client is a leading finance planning organisation based in Southport and are looking for a Trainee Paraplanner to join their growing team!
Initially you will support the Administration Manager as you learn the processes of the business.
Duties will then include:
• Production of Annual review and recommendation (Suitability) reports across a range of Financial Planning products and strategies.
• Responsible for CRM data updates to evidence Client Servicing in line with KPIs and KRIs. Production of Management Information where appropriate
• Attend monthly meetings with paraplanners and support any issues raised if delegated as assigned actions.
• Reference point for advanced technical enquiries.
• Undertaking the support of product / platform research and due diligence.
• Keeping suitability reports and other documentation up to date and of the required standard.
• Support the advice process to ensure it is as frictionless as possible with agreed processes adhered to by all dependent teams
• Ensuring that processes are adhered to ensure that we meet all regulatory requirements (MIFID II, IDD etc).
This is a hybrid role with office days based at the company head office in Southport. Salary on offer is up to £33,000 per annum with an excellent benefits package including 25 days holiday, life cover, 5% pension matched contribution, enhanced maternity and paternity pay, discretionary bonus and gym membership.
To be suitable for this role you will have 3 years' experience gained in financial planning and have started your diploma qualifications.
Email your CV today to be considered for this role - if you do not hear from us within 10 days, please assume you have not been successful.
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