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An award winning financial planning practice are looking to add a Trainee Paraplanner to their successful support team. This role will undertake technical admin work and will also have exposure to trainee paraplanning work to develop your career in that direction. The role will be to provide high level support to the experienced financial planners across the full advice range including investments and pensions.
Job Responsibility:
Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements
Updating the back-office system with the new business and uploading all relevant documents
Working with a number of provider platforms - to add expectations for new monies in
Processing Switches
Purchasing and selling of funds
Paying out ad hoc income requests
Annual Client Review Reports
Supporting Advisers in collating information/documents in preparation for meetings
Ad hoc Projects
Requirements:
Currently an experienced Financial Planning Administrator or Trainee Paraplanner
What we offer:
benefits package
excellent training
full support to acquire industry qualifications
extremely friendly and supportive environment
personal and professional development is actively encouraged