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Accountancy Divisions
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Maidstone, Kent
Trainee Paraplanner
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Job Type: Full-time |
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Salary: £27,000 per annum |
Overview
Full time: Trainee Paraplanner Location: Maidstone Up to £27,000-£32,000 per annum Financial Divisions are working with a continually growing Wealth Management firm based in Maidstone. Benefiting from growth organically and acquisitional this firm is looking to take on a Trainee Paraplanner that will be providing support directly to one Adviser. As and Trainee Paraplanner your duties will be to ensure the Adviser is as client facing as possible. Please see below some of the required duties: Client review packs Meeting Packs, including illustrations. Gaining and calculating valuations on investment portfolios, pensions or other holdings and preparing fact find reports based on information gained. Undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile. Preparation of templated suitability reports. Tracking of client fees and chasing up when appropriate. The ideal candidate will have 3-5 years as an IFA Administrator or 6 months-2years as a Trainee Paraplanner and be studying towards their diploma in Financial Planning through the CII or CISI route. If you feel you are suitable for this role please send your CV Katherine Goodman at Financial Divisions