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Paraplanner - Trainee Financial Planner

Job description

We are working on an exciting opportunity for a Paraplanner to join a growing chartered financial planning firm in Crawley!

This opportunity will see you developing into a financial planning role with full support and guidance!

The ideal candidate will have paraplanning experience and be working towards if not already hold their level 4 diploma!

Your duties will include but will not be limited to:

  • Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data;
  • Solutions - construction of financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
  • Recommendations - preparation of letters and reports (liaising with Administrators), taking full responsibility for the client file and back office IT records throughout the advice process;
  • Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
  • Relationship Building - liaison with clients by telephone, letter, email and attending meetings;
  • Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process;
  • Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

Benefits include:

  • 20 days holiday per annum plus public holidays. Additional holiday will be given during the Christmas period up to a maximum of 3 days. Plus an additional day for every completed year - up to 5 years
  • 3% non contributory pension scheme subject to auto enrolment rules
  • 4 times salary death in service
  • Income protection cover - to give you an income in the event of you being unable to work due to illness or injury
  • Private medical insurance for you - with the option to add family members (at your cost)
  • Cashplan - cash payments for treatment such as dentist, opticians and physio

Flexible hybrid working will be introduced once probation has been completed.

If you are looking to join a firm that will be able to support you with your career aspirations of becoming a Financial Planner then look no further!

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.