Due to its continued organic growth, a highly reputable wealth management practice is looking to further enhance its Support Team with the appointment of a Trainee Paraplanner in Westerham, Kent.
Its Advisers specialise in retirement planning, inheritance tax planning, mortgages, personal and business protection and much more. It puts its clients at the heart of everything it does and builds and maintains long-term relationships to ensure it is able to assist clients with their ever-changing financial needs.
Working closely with the Financial Advisers, operating as a team throughout the advice process, you will ensure a first class client service is delivered. More specifically, under the guidance and supervision of experienced colleagues, you will conduct research on products, providers and funds, providing supporting suitability letters for the Adviser, developing your report writing skills over time. Other day to day duties will include dealing with client and provider queries, as well as managing relevant databases and systems. You must maintain up to date product knowledge in order to ensure reports are technically accurate and compliance standards are adhered to.
Ideally you will have gained previous experience within the Financial Services industry, however, my client will look at candidates with little experience that are eager to learn. You will be expected to quickly develop your working knowledge of financial planning products and understanding of the advice cycle, therefore you must possess a real thirst for knowledge and desire to learn.
In return, you will receive a generous basic salary plus a discretionary bonus, and a company that offers excellent training and development. You will be supported with exams and be able to grow within the company, eventually there will be an opportunity to take up a senior position within paraplanning, or progress into an Adviser, should you wish to pursue this.
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Financial Services and General Insurance Recruitment