Junior Paraplanner

MB Fitzgerald
24000.00 GBP Annual
17 Feb 2018
28 Feb 2018
Job Type
Contract Type

Our client is one of the West Midland's most respected Financial Planning businesses who specialise in providing whole of market advice to HNW individuals. Their current requirement is for a Junior Paraplanner to join the organisation to provide support to the company's Independent Financial Advisers.

You will be joining a busy Technical and Administration team of around 15 staff, working together to ensure that clients get a 1st class service.

The company are well known for offering progression to their staff and offer excellent training including group training sessions on CII exams run by a qualified CII Trainer. Full financial support will also be provided towards study materials and exams.

75% Junior Paraplanning & 25% Office Administration

Support the Senior Paraplanners and Consultants.

  • Oversee changes/restructures of clients' financial planning requirements
  • General client work (mostly investigative)
  • Attend, when requested, client meetings alongside the paraplanner and/or consultant

Annual Review Valuation Reports

  • Report writing
  • Obtaining additional information from providers regarding transactions/fund research/withdrawals/annual allowances
  • Checking/correcting valuations

Financial Report writing

  • Suitability letters
  • ISA letters
  • Fund switch letters - including assisting Paraplanners with client's asset allocation breakdown and portfolio realignment to the benchmark risk profile.

Collating Information and Documentation

  • Obtaining illustrations, application forms, product and fund information from providers including charges, AMCs & TERs
  • Exchange quotes
  • Prepopulating forms and drafting letters of instruction.
  • Obtain information regarding products and investment funds.
  • Fund research