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  • Location: Stoke-on-Trent, ST5
  • Salary: £26000 - £28000 per annum
  • Job Type:Permanent

Posted 20 days ago

  • Sector: Commercial
  • Contact: Oliver Stone
  • Contact Email:
  • Contact Phone: 0121 733 2888
  • Start Date: 2022-06-12
  • Expiry Date: 11 July 2022
  • Job Ref: J4566
Trainee Paraplanner – Permanent Contract to Start ASAP
Salary: £26,000pa - £28,000pa (D.O.E)
Location: Newcastle-under-Lyme (ST5)
Hours of Work: Monday – Friday, 9:00am – 5:00pm
  • To support the Paraplanning team in the preparation of client reports
  • To work towards full Paraplanning duties within the Paraplanning team
  • Eventually be able to work with the senior team to provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by advisers
  • To provide support to the adviser team on technical matters
  • To write suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)
  • Become competent in the production of new business reports and recommendations
  • Once trained provide documents, to ensure that the Fact Find and all other relevant financial information is accurately recorded to support a full financial needs analysis being conducted
  • Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans
  • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
  • Research and prepare documentation and ad-hoc paperwork for use by Technical Support in completion and analysis for client reports
  • Complete post-meeting reviews (with no advice) from templates which are accurate and compliant
  • Must be prepared to undergo studying and training with the aim to complete necessary exams to become a diploma qualified Paraplanner
  • Experience working within the Financial Services industry is highly desirable
  • High attention to detail and high levels of accuracy
  • Ability to manage own workload and work within a small team
  • Willingness to undertake self-development
  • Knowledge of business processes, standards, policies, and procedures
  • Exceptional communication skills at all levels
  • Excellent organisational skills
  • Knowledge of Microsoft Word, Excel, Outlook
  • Ability to work under pressure at times
  • Ideally have prior knowledge of the 5 Individual Conduct Rules that apply to all persons working in financial services