Paraplanner/Trainee Financial Adviser

We are currently recruiting for a Financial Planning practice in Chingford who are looking for a Paraplanner wo is looking to move into a Financial Adviser to join their team. They are looking for someone who is ready to take that next step into Financial Advice. Must be Level 4 qualified.

Purpose

To provide financial planning reports for clients following adviser client meetings

To support the advisers with pre-meeting client review information and post meeting review letters and ensure all agreed action is carried out by support staff

Main functions

Prepare and collate the pre-meeting packs for client reviews including portfolio valuations provided by the portfolio analyst

To write-up comprehensive financial planning reports as agreed with adviser

Obtain KFIs, product information and provider application forms for adviser for new business

To deal with client enquiries and respond in a professional and courteous manner

To maintain and update client information on back office systems

Detailed tasks and requirements

Provision of technical financial planning reports for clients using our templated report as a guide having agreed the key objectives, plan and recommendations with the adviser following the client meeting

Write client letters relating to the annual reviews that are conducted by the adviser with a summary of the clients financial situation, agreed actions relating to the portfolio and any further planning or arrangements to be undertaken

Make appointments with clients for adviser

Attend client meetings with adviser and take notes

Update back office systems

Other key tasks

Provide technical information on policies and plans to clients and team members as required in writing

Knowledge and experience

Back office system experience use such as IRESS, use of software research systems for products and funds, cashflow planning and pensions switching tools

High technical knowledge of financial services products and financial markets

Experience of financial report writing to a high level to include pensions, investments and tax-planning, particularly inheritance tax

Qualifications

Minimum A level education, preferably University degree

Diploma in financial services, preferably working to or achieved chartered

Highly proficient on word and excel

Key Skills/attributes

Clear and articulate verbal communication skills

Highly motivated to succeed

Strong ability with written grammar

Good telephone manner

Smart and professional presentation

Ability to work in a small team

Opportunity

This is an opportunity to join a small firm of independent financial advisers supporting the managing partner and one other chartered adviser with a view to career progression to adviser and potentially partnership involvement if desired. Clients are high net worth individuals who expect a high level of personal service and have been introduced by other professionals such as accountants and solicitors.

Attractive remuneration package which includes employee benefits.