An exiting career development opportunity has arisen for a trainee paraplanner to join this vibrant firm of whole of market Chartered Financial Planners in Tunbridge Wells.
To apply for this role you MUST have experience in either a financial services administration or a similar paraplanning role.
It is also a requirement that you have already started your studies to achieve the Diploma in Financial Planning. A full role profile will be provided if you are selected for interview, but an outline of the duties is as follows:
To provide full support functionality to the financial planners and directors including:
- Drafting of suitability reports for the advisers within the agreed timescale
- Attending client and product provider meetings as required by the financial planning team
- Conduct whole of market research using the agreed research tools.
- Create cashflow models using the company’s designated software
- Carry out various ad-hoc administration duties as and when required
- Ensuring documents are uploaded to the relative client database on the company’s preferred client system
- To maintain accurate time records using tasks to ensure that all appropriate client work is time logged
- To undertake asset allocation comparisons using the company's in house tool
The company will provide full support/financing of further study and the successful applicant can expect to develop their financial services career rapidly.
Additional benefits include a performance related bonus scheme, 25 days holiday (in addition to statutory holidays) rising to 30 days with service; life assurance and Private Medical Insurance is provided after a qualifying period.