Trainee Paraplanner - Salary to £27K plus company benefits

  • Location

    Southampton, Hampshire

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £23000 - £27000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2650_1604330558

  • Published:

    8 months ago

  • Expiry date:

    2020-12-02

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

MB Fitzgerald recruitment are currently working on a fantastic opportunity to join a leading Financial Planning business. The company are searching for a Technical Administrator/ Trainee Paraplanner to work alongside their Administration team in supporting their Financial Planners.

This position is a mix of Administration and low level Paraplanning:

Paraplanning Support

  • Prepare information/comparisons for analysis by Planner
  • Identify areas for planning and produce a pre review summary
  • Prepare basic suitability reports for top ups, switches, 'Bed to ISA' and Protection.
  • Fund Analysis
  • Obtain illustration, application forms, KFD and other supporting information
  • Tax calculations
  • Deal effectively with queries from clients and other parties
  • Project plan upcoming maturity of products - EIS/VCT/Bonds

Administration

  • Ensure all compliance requirements are adhered to
  • Prepare and maintain client files and client reviews
  • Assist Planners in delivery of new business through managing workflows and clear communication
  • Carry out all aspects of administration work in line with the Financial Services Administrator role