Trainee Paraplanner

My client is a leading finance planning organisation based in Southport and are looking for a Trainee Paraplanner to join their growing team!

Initially you will support the Administration Manager as you learn the processes of the business.

Duties will then include:

• Production of Annual review and recommendation (Suitability) reports across a range of Financial Planning products and strategies.
• Responsible for CRM data updates to evidence Client Servicing in line with KPIs and KRIs. Production of Management Information where appropriate
• Attend monthly meetings with paraplanners and support any issues raised if delegated as assigned actions.
• Reference point for advanced technical enquiries.
• Undertaking the support of product / platform research and due diligence.
• Keeping suitability reports and other documentation up to date and of the required standard.
• Support the advice process to ensure it is as frictionless as possible with agreed processes adhered to by all dependent teams
• Ensuring that processes are adhered to ensure that we meet all regulatory requirements (MIFID II, IDD etc).

This is a hybrid role with office days based at the company head office in Southport. Salary on offer is up to £33,000 per annum with an excellent benefits package including 25 days holiday, life cover, 5% pension matched contribution, enhanced maternity and paternity pay, discretionary bonus and gym membership.

To be suitable for this role you will have 3 years' experience gained in financial planning and have started your diploma qualifications.

Email your CV today to be considered for this role - if you do not hear from us within 10 days, please assume you have not been successful.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, NMS Recruit will be acting within your interest and will contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please get in touch with us here.