Trainee Paraplanner

Cardiff

to £32,000, plus benefits

Duties and responsibilities include:

• Ability to deal with the technical Administration duties and prepare Financial Plans, Suitability Reports and Letters.
• Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
• Assist with client meetings when required, including note taking and follow up any actions as required.
• Manage your own workflows and tasks.
• Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.

Requirements:

• Good understanding of the financial planning process and associated compliance aspects.
• Driven and focused with the ability to complete tasks under pressure on time and right first time.
• Experience of IFA Administration/Report Writing.
• Technically proficient across all areas of financial planning, especially investments and pensions.
• Ability to use technical financial planning tools, including Intelligent Office and other back office software.

How to apply:

Please send your CV immediately to sj@rewardrecruitment. co. uk or contact him directly.