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Trainee Paraplanner

Poole, Dorset
£20,000 to £26,000
Job Type
9 Sep 2022

My client is a small scale very successful Financial Advice firm based on the outskirts of Poole, with beautiful rural offices. Due to ongoing expansion they require a Trainee Paraplanner to join the team in supporting advisors as well as administrative staff to provide quality service to clients.

This is a full time office based role, offering a competitive salary of upto £26k dependant on experience. You will receive full training from their excellent Senior Paraplanner and supported through the Level 4 Diploma in Financial Planning.

Ideal candidates will have a sound understanding of financial services from working within the IFA/ Wealth management arena in a support role. It is desirable you have worked on Inteliflo but by no means a deal breaker.

  • Update the monthly fund analysis and download data for the current funds the firm is using.
  • Process Client fund switches as instructed on the investment platforms.
  • Printing Client reports/ letters and preparing the relevant forms to send out to clients.
  • Monitor the client processing, adding new cases and closing them out once they have been completed.
  • Creating letters of authority.
  • Call providers for updated product and policy details/ valuations.
  • Generate portfolio valuations to enable advisers have access to all updated information.
  • Complete application/proposal forms.
  • Submit new business applications to the provider, (Quilter, Prudential, Transact). Ensuring paraplanners and advisers are updated regularly.

Please apply online for further information.

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  • Job Reference: 708035544-2
  • Date Posted: 9 September 2022
  • Recruiter: Appointed Ltd
    Appointed Ltd
  • Location: Poole, Dorset
  • Salary: £20,000 to £26,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent