Job Description – Trainee Paraplanner

Job Description – Trainee Paraplanner

A trainee paraplanner is required for a Chartered independent financial planning practice in the centre of Bury. This is an exciting opportunity to join this growing firm with excellent prospects for the right individual to progress and develop their career.

You will be working closely with the advisers and other colleagues assisting with the compilation of client reports and obtaining information required as part of a centralised Paraplanning function

In particular:

Ø  Carrying out appropriate research and helping prepare client recommendations.

Ø  Obtaining investment, asset allocation and fund information as part of portfolio reviews.
Produce illustrations and application packs.

Ø  Ensuring standards of compliance and corporate processes are met across the business in all duties performed.

Ø  Keeping up to date with FCA updates and changes to legislation. Carrying out additional ad-hoc projects to assist with other area of the department as and when they arise.

Person Specification

Willing to work towards level 4 Diploma in Financial Planning and a degree in financial services or a closely related discipline.

Any previous administration experience, ideally within a Financial Services environment, would be an advantage.

In particular:

Ø  Strong communication skills, written, verbal and listening.

Ø  Strong analytical skills with an eye for detail.

Ø  Excellent organisational skills so able to work under pressure to high standards of accuracy.

Ø  Self-motivated and a quick learner.

Ø  Ability to work effectively autonomously or as part of a team.

Ø  Strong IT skills ideally with developed knowledge of Microsoft Office software.

Ø  A ‘can do’ attitude a positive approach and willing to work hard to get it right first time.

Salary

The starting salary for this position is £18,500, with increases linked to attaining Diploma in Financial Planning examinations.

Application

Via CV and covering letter to:

True Chartered Financial Planners

5 St Marys Place

Bury BL9 0DZ

T: 0161 705 4000

E: s.baxendale@truechartered.co.uk  &

 

 j.bentham@truechartered.co.uk