Trainee Paraplanner

Reward Recruitment are currently Partnered with a leading financial management firm based in Chester. Our client is looking for a Trainee Paraplanner to offer full sponsorship along with paid revision days.

Main Duties and Responsibilities

• Acknowledging, vetting and processing of new business applications for all products.
• Fully utilise back-office system to ensure client records are up to date and accurate.
• Preparing for client meetings producing all required compliance documentation.
• Preparing client valuations and reports as required.
• Dealing with general client queries, both verbal and written.
• Corresponding with investment companies and providers to obtain the necessary information and documentation as required.
• Maintain excellent working knowledge of providers’ systems and requirements.

Once the individual has made significant progress through the administrative support role, they will move unto supporting a team of paraplanners to develop the skills required to conduct portfolio analysis, product selection report writing and eventually to become a paraplanner. The role will include:

• Preparing paperwork for client meetings.
• Product research for investments and pensions.
• Liaising with product providers and other relevant third parties.
• Learning to use financial software such as FE Analytics.

If you would be itnerested in finding out more details, please get in touch with Sam Groom at Reward Recruitment. We look forward to hearing from you.