Trainee Paraplanner - YourRecruit : Job Details

This is a fantastic opportunity for an individual with 2 to 3 years’ experience within financial planning, to take that next step in their career to become a Paraplanner.

As a Trainee Paraplanner within the client support team, you’ll be instrumental in delivering top-notch service, interacting with clients, and making a real impact on their financial journey. A full training plan will be provided along with the opportunity to take exams to qualify for your Level 4 Diploma in Paraplanning.

Salary: £30,000 to £34,000 (Depending on experience)

Location: Crawley

Hours: 37 hours per week (Monday - Friday, between 8am to 5.30pm) Hybrid working policy from

month 3 of employment

Benefits: Company pension, 22 days annual leave, full induction, plus ongoing support and training, employee assistance programme and discounts, death in service, private medical and life insurance, on-site parking and referral programme

What will your working work be like?

As a Trainee Paraplanner you will be assisting in the delivery of financial planning propositions alongside the Financial Planners and Client Support Administrators.

• Analysis - full analysis of client's requirements, development of cash flow models, and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators and planners), taking full responsibility for the client file and back-office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews, and production of supporting reports, discussion documents, and computer models
• Relationship building - liaison with clients by telephone, letter, email, and attending meetings
• Coordination - working with the administrative team to ensure application and provider forms are prepared as required, and clients are updated throughout the process
• Partners - working with other professional advisers e.g. solicitors and accountants, to implement an agreed action plan

Do you have the essential skills & attributes?

You will be expected to have a minimum of 2 years of experience working within a financial planning firm, preferably high net worth UK resident private clients. You must be able to demonstrate an understanding of the financial planning process. A full training plan will be provided.

The preference would be for the successful candidate to take the exams to qualify for Diploma level 4, but it is not essential. However, this is required for progression to a Senior Paraplanner. The company will support the exams, subject to reimbursement if you leave within 2 years.

• Business thinking - understanding our business strategy and goals
• Building relationships - working together to create a collegiate culture
• Communicating - understanding, creating, and sharing information with individuals and groups
• Decision making - using initiative and reasoning to choose a course of action
• Developing yourself and others - commitment to ongoing self-development
• Innovating and change - thinking creatively, generating new business ideas and approaches

For your information:

*Interested? Please send your CV in as a Word format only

**Please only apply if you are already eligible to work in the UK (indefinitely & without sponsorship)

***Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee.

Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file andcontact you with suitable vacancies. YourRecruit Ltd does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation.

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