LYMM
A well-established firm of Independent Financial Advisers is offering an exciting opportunity for a Trainee Paraplanner to join a dynamic and experienced advisory team.
The firm is highly successful and innovative, with a strong reputation for delivering tailored financial solutions to high-net-worth individuals and businesses across the UK.
The ideal candidate will be driven, highly organised, proactive, and enthusiastic, with excellent attention to detail. It is essential that the successful applicant is a strong team player with a flexible and thorough approach, and the ability to prioritise workload effectively. A desire to continue gaining industry-recognised qualifications, such as the Diploma in Financial Planning, is also important.
Key Duties
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Providing support to existing Paraplanners within the team
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Attending regular client review meetings with advisers and taking detailed notes
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Compiling suitability reports based on advisers’ recommendations
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Handling general enquiries and resolving client queries
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Obtaining illustrations and product information from providers
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Processing new business submissions and maintaining compliant client records
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Undertaking product and fund research to identify suitable solutions for clients’ needs
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Liaising with clients, product providers, and professional introducers