Trainee Paraplanner

Location - Sutton Coldfield

Salary up to £35,000

Full Time, Permanent

We are working with a Boutique Independent Financial Adviser who are looking to bring on a Trainee Paraplanner. In the role you will work in a pod with experienced paraplanners on a wide range of financial planning, investment, pension, IHT and estates, and protection cases. cases. A full training and development programme will be put in place.

This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner. This role is also open to individuals who are keen to get into the industry and build a career in financial planning.

Key duties of the Trainee Paraplanner

Preparing documentation for client review meetings
Attending and minuting client and prospect meetings
Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.
Producing full planning reports for new clients.
Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.
Cashflow Modelling
Ad hoc Administration duties