Job Reference: AS50701
Job Duration:
Start date: ASAP
Description:
Trainee Paraplanner - Chartered IFA - Wimbledon - c£30k-35k - Strong progression opportunities - Full Christmas Shutdown
Aboutthe company:
A chartered financial planning business based in Wimbledon, South West London. We have been in business over 25years and boast a team of highly qualified and experienced specialists.
Typical clients include:
Entrepreneurs, owners ofsmall to medium sized businesses and self-employed professionals and those in/or planning a comfortable retirement.
Overviewof the Trainee Paraplanner Role:
As a Trainee Paraplanner you will be:
* Fully analysing clients' requirements
* Develop cash flow models and accurately record client data
* Research and analyse financial products to meet client requirements and objectives
* Construct financial planning solutions across a range of products (investment, retirement, tax and estate planning)
* Overseeing the preparation on suitability letters
* Prepare client reviews, update cash flow models, investment performance reviews and supporting reports
* Deal with client queries and attend client meetings as required
Attributes and experience required:
* Strong attention to detail
* Knowledge of Intelliflo (IO) and Voyant or similar systems
* Knowledge of pensions and investments
* Willingness to learn and develop skills
For more information, please apply or contact Anna atJenrick Commercial
Industry: Financial Services
Salary: £30000 - £35000 per annum
Salary Benefits:
Vacancy Type: Permanent
Job Skills: Trainee Paraplanner
Contact Name: Anna Stevenson
Website: -
Direct Application URL: -