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Trainee Paraplanner

Job description

Are you looking for the opportunity to join a growing business where you can develop your career in a way that suits you?

Main Purpose of Job:
Working as part of a team to help build long term relationships with our clients. Providing paraplanning support to the financial advisers within the Practice, helping to create suitable recommendations for our clients based on their circumstances and objectives.

Key Responsibilities of the Job:

  • Using existing policy information and Adviser meeting notes to produce advice reports in line with advice guidance and quality standards
  • Case discussions and handovers with Advisers
  • Submitting new business cases using company systems and processes; maintaining quality of documentation at all times
  • Accurately updating back office CRM systems in a timely manner
  • Sharing of technical knowledge to assist with the development of other employees
  • Assisting with the on-boarding of new Advisers in to the practice, helping to familiarise them with company processes
  • Tracking of new business pipeline/opportunities
  • General support as required

Requirements of the Job:

  • The ideal candidate will hold the Level 4 Diploma in Regulated Financial Planning or be working towards its completion. A background in paraplanning or an advice role is desirable

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.