Trainee Paraplanner - London, United Kingdom - Oval Recruit

Oval Recruit

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Trainee Paraplanner / Wealth Management Support

London - £31,000 + Package

A highly successful London Wealth Management firm who specialize in providing advice to high earning professionals are looking to expand their team.

They are looking for an ambitious individual who wants to further develop their skills within Financial Servicesprogressing from technical support to Paraplanning.

The company will fully support qualifications, offer mentoring, and help you grow and develop your knowledge.

The role will initially provide support to the Financial Planning and Assistant Financial Planning Team, but with a view to you taking on and developing your technical skills.

Duties in technical support will include - Preparing client meeting packs, documentation, and reports.

Liaise with third parties ensuring all documentation is processed correctly and in a timely manner.
Manage the client onboarding process, ensure all files are correctly administered, clients are kept up to date and process is smooth and professional.
Ensure you are aware and comply with FCA and company compliance procedures.
Act as a point of contact for clients. Answer queries and resolve where possible.
Be prepared to enhance your product knowledge with internal & external training.

The company have an excellent working environment and work hard to ensure they have the right supportive culture. They sponsor professional qualifications and provide the opportunity for everyone to advance their careers as desired.

For more information, please contact Richard Garbett