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Reed
,
Kenilworth, Warwickshire
Trainee Paraplanner
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Job Type: Full-time |
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Salary: £19,000 per annum |
Overview
Are you looking for your next career move? Do you have previous experience in working in an IFA environment? I am delighted to be working with a highly regarded national wealth management firm located in Warwickshire Main Duties: To train as a Financial Adviser / Paraplanner undertaking a structured training program of academic study and vocational practice in order to gain the skills and knowledge required to support the practice requirements of a dynamic and developing department. To progress towards preparing suitability letters and reports for approval in line with company policy and prepare associated accompanying documentation as required. Commence Level 4 Diploma in Regulated Financial Planning with potential to work towards Chartered status Develop an understanding of pensions, investments, protection & corporate schemes Develop a full understanding of the Financial Services regulatory framework, and the ethics & principles of the advice process. Conduct research & analysis to support client financial plans and suitability reports Gather information to assess client arrangements & needs & formulate recommendations Obtain information, quotes, illustrations & product details to support comparison & analysis Assist in the preparation of tax calculations where necessary Deal with letters of authority, withdrawals, valuations, and business packaging Comply with internal and external Service Level Agreements Attend client meetings and promote the company’s services in a professional & FCA compliant manner. Deal effectively with enquiries from clients and third parties Report any customer service issues or complaints to Practice Manager This role may lead to the opportunity to develop as a specialist Tax & Trust Financial Advisor. If the above role is of interest, please apply now or get in touch to discuss this and any other roles