Trainee Paraplanner
Trainee ParaplannerDerby outskirts (our ref AL1402)Salary c£26,000+ dep on experience + benefitsMy 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 reportsAccurately 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 recommendationsRecommendations within reports to include Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planningEnsure all client queries are appropriately investigated and accurate responses givenPart 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 and COMMITMENTS Permanent, full-time position Office based, approximately 2 miles from Derby City ..... full job details .....
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