Trainee Paraplanner - Camden, United Kingdom - Recruit Wealth

Recruit Wealth

Verified Company

Camden, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our North London, Financial Planning client is an award winning practice who have recently gone through expansion with a new investor.

Their future is secure, as they continue to offer best advice in all areas of investment, pension, protection and estateplanning to both corporate and individual clients.

As a business they are passionate about client service and enjoy regular client communication ensuring financial planning remains a priority.

They work closely with many financial institutions/providers to provide innovative solutions, always adding valueto their clients long term plans.

This is a large, progressive Financial Planning business who already have talented, professional individuals who enjoy a collaborate and rewarding working culture.

Excitingly, they now require a Trainee Paraplanner to join the practice to work alongside existing, qualified Paraplanners.

This role is an opportunity to continue to learn with the view that progression will be offered along the way.

Duties and Responsibilities:

Obtaining relevant literature to accompany client reports
Dealing with client administration
Preparation of packs for meetings with clients including investment valuations
Preparation of reports to clients on financial planning matters
Excel/Word
Financial Express Analytics
Intelligent Office client management system
Wrap investment deals & client processing

Attend client meetings with financial planners and contribute to such meetings

Undertake research as required on specific projects.

Technical Knowledge and Qualifications

Computer literate
Good keyboard and data entry skills
Excellent communication skills
Highly organised with good attention to detail
Selfmotivated and willing to work within a team and alone
A natural interest in finance
High level of accuracy
Able to work under pressure with strict deadlines

Please note:
Progression is available to Paraplanner, Senior Paraplanner and even to Adviser if you so wish. Of course, support for industry exams will be fully supported.

WFH/Hybrid is also available with this opportunity.

This role will undoubtedly suit an individual who has Financial Services background but looking to take the next step up in their career.

Recruit Wealth has supported this business for many years, we hold them in high regard with their staff retention and reputation.

An excellent salary and benefits package is on offer.