Trainee Paraplanner

Kidderminster

Salary up to 30,000

Exam funding and support is provided

Clear career path in Paraplanning.

Our Client are an established firm of Independent Financial Advisers are known for their excellent reputation based on integrity, and for proving superior service to their Clients. As a result of ongoing growth a new job opportunity is available for a Trainee Paraplanner to join their vibrant and growing team.

Our Client reward their staff for commitment in which employees will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.

Responsibilities

Provide high quality support to our Consultants
Draft Technical suitability report 's in accordance with compliance guidelines
Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant
Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges
Work with FE analytics
IRESS Quotes and Protection Case Preparation
Co-ordinate the issuing of client advice, client correspondence and enclosures
Process new business process through to conclusion
Work with Platform sites
Completing Replacement Business forms, gathering information from providers.
Production of quotes and relevant application paperwork via various external provider platforms
IRESS Quotes and Protection Case Preparation

Compiling cases for processing by ensuring all the required paperwork included is signed, this will include:

Suitability Report
Fact Find
Quotes
Application form
Other related paperwork
Processing High Risk business (Ad Hoc):
BED/ISA
op Up
Fund switches
Changes to contributions
Withdrawals
Production of Post Investment Valuations
Use of the back office systems (Intelligent Office & Volume) by way of accurate record keeping, client file updating, and scanning allocation to relevant client file
IFA point of contact for all queries relating to the case both pre and post submission

Requirements

Previous Financial Services industry experience

A proven track record in providing high quality administration support

Working towards CII level 4 qualifications would be desirable

Excellent communication skills both verbal and written

Ability to effectively manage your own time and achieve strict timescales

Excellent attention to detail

Strong team player

Our Client is looking for a Self-motivated, driven, passionate individual, to join them and hit the ground running. You will be a professional individual who is committed to delivering a high degree of client care and someone who takes pride in their output of work.

For more information please contact one of specialist consultants quoting NJR15733