Trainee Paraplanner

Candidate Requirements:

• Must have previously worked within a regulated environment
• An understanding of pensions, investments and protection products is advantageous
• Possess good IT skills
• Able to demonstrate excellent attention to detail, with a focus on quality
• A personable and confident communicator
• A solid team player who will enjoy participating in social events (fully expensed)
• Keen to develop in a paraplanning capacity
  

Benefits:

• Hours: 34 (M-T 9-5, Fri 9-4) hybrid working available (1 office/4 home)
• Holidays: 25 plus stats
• Pension: 3/5%
• Private Medical Insurance
• Annual Bonus
• Free parking
• Team social events
  
  

Role:

As part of their ongoing growth plans, our client, a well-established wealth management firm, is looking to add additional resources to their paraplanning team and are recruiting for a Trainee Paraplanner.

Reporting to the Senior Paraplanners, the individual will be based out of offices near Chester-le-Street and the role will offer hybrid working, if desired, after an initial training period. As a Trainee Paraplanner, supporting up to 10 Advisers, your role will be varied and as you develop, you’ll gain experience across more complex work. This opportunity offers development within a paraplanning capacity and will appeal to career Paraplanners.

Initially, you’ll gain exposure to basic paraplanning tasks and as your experience grows, your responsibilities will increase to include:-

· Obtain and verify information from the Adviser
· Liaise with the Adviser and Client as appropriate, to complete any required information
· Gather ceding scheme information from third parties
· Use checklists to ensure quality of documentation is suitable
· Prepare suitability letters and reports, in liaison with administrators
· Take responsibility for updating Client files and system records, as required, in respect of suitability letters, reports and ceding scheme information
· Liaise with Head Office administration centres, as appropriate
· Work within and stay up to date with template changes and advice notes
· Support other team members, when required
· Attend forums and workshops

Qualifications:

· Industry qualifications (DipPFS/equivalent) are not required