Trainee Paraplanner - Cardiff, United Kingdom - Resource Matters Ltd

Resource Matters Ltd

Verified Company

Cardiff, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is a hugely successful IFA who are continuing to grow due to the demand for their services. As part of their growth plans they have an opportunity for a Trainee Paraplanner to join their talented team.

Brief description of role and responsibilities:
To provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports. This list is not exhaustive andliable to change.

Specific duties and responsibilities:

To provide support to the Financial Planners in the delivery of UNIQ Family Wealth's 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB).
Preparationof new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings
Receiving instructions from meeting notes/tasks from Financial Planners

Assisting and covering the Professional Support Role when required - Open, scan, and distribute the post each morning - To meet and greet clients and guests as they arrive at the office in a friendly and professional manner as per the documented process.

Provide tea and coffee. - Prepare meeting rooms prior to clients or guests arriving. - To be the first point of contact for incoming telephone calls. - Make checks for Anti Money Laundering.

- Send Letters of Authority and Change of Service letters to Providers.- Frank and post all outgoing correspondence each evening.

Ensure put in post box. Mortgage related work if appropriate to your role

Miscellaneous - Attend weekly team meetings & monthly Open Forum meetings for the Professional support team. - Provide minutes of team meetings and post to N Drive.

This is a great opportunity to establish a career in the IFA sector with a highly regarded organisation who support development and progression