Derby outskirts (our ref AL1402)
Salary c£26,000+ dep on experience + benefits
My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team. We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their career and pursue professional qualifications, which will be sponsored by the Company.
RESPONSIBILITIES
* Prepare pension drawdown reports
* Accurately prepare personalised suitability reports and letters which are well thought out and meaningful
* Work efficiently to meet target deadlines
* Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork
* Undertake comparative research in preparation of client recommendations
* Recommendations within reports to include Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning
* Ensure all client queries are appropriately investigated and accurate responses given
* Part of the role will include administration support – requesting Letters of Authority information and business submission
* Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients
LOCATION & COMMITMENTS
* Permanent, full-time position
* Office based, approximately 2 miles from Derby City Centre
* Overtime may be required during busy periods (e.g. end of tax year/end of the year)
CANDIDATE REQUIREMENTS
* Motivated and career minded
* Previous role within wealth management
* Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous
* Good understanding of financial products and services
* Analytical skills, specifically analysing records and providing detailed technical commentary
* Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time)
* Team fit is important, you must have a positive approach to work and life
* A good understanding of the administration and support side of wealth management (e.g. business submission and preparation of presentation packs), as well as preparing reports and relevant documentation
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website
Salary description
£26000.00 - £28000.00 per year