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Trainee Paraplanner

Location: KNUTSFORD, CHESHIRE Salary: 23000.00 - 28000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 1
Posted: about 1 year ago Reference: 3038112

An established Chartered wealth management firm in Knutsford is keen to secure a Trainee Paraplanner with scope to develop in the role and therefore your career. The aim in this role is to strengthen their support teams and be a point of contact for Technical queries for Chartered Financial Planners.

The salary is up to £28,000 as a guide with 25 days holiday and flexible working.

Key responsibilities and accountabilities:

• Receiving instructions during debriefings from advisers following client meetings.
• Interpreting data obtained by advisers during client meetings.
• Analysing data and using research tools to provide solutions to meet client needs and objectives.
• Providing records to support research undertaken.
• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document.
• Preparation of existing client files ready for reviews.
• Ensuring all client files are compliant on an ongoing basis.
• Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
• Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.

If you are an experienced Financial Planning Administrator, and have some experienced report writing, or perhaps a trainee Paraplanner then please apply.

Apply or contact Richard Kunman on 0161 833 2033 or email for more information.

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