Trainee Paraplanner
Perspective (Gould) Ltd
Job Description
We have a fantastic vacancy for a Paraplanner to join our Cardiff Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.
Office: Perspective (Gould Financial Planning) Limited
Location: Cardiff
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Job Requirements
- Experience in a Financial Advice firm is essential.
- Diploma qualified is desirable, though candidates with relevant skills and experience to do the job will be considered.
- Reliable individual with the ability to manage and prioritise workloads.
- Outstanding communication skills.
- Ability to produce business correspondence that is grammatically correct and proof-read with a high degree of accuracy.
- Analytical and problem-solving skills.
- Team player with a positive attitude.
- Excellent organisational skills, multi-tasking abilities and ability to cope with change.
Job Responsibilities
The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable:
- Writing Financial Planning Reports that our Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
- Arranging for plans to be submitted to provider companies.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Preparation of client review packs.
- Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all company and industry guidelines, rules and regulations.
Job Benefits
25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.
