OVERALL SUMMARY Join TrinityBridge Paraplaning Team where you will support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis. RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser. Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client’s needs. Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes. Consider current and future allocation of assets for investment strategy with regard to client risk profile. Check all compliance paperwork and internal sign off documents are present. Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used. Request and obtain application forms and other associated paperwork. Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order. Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures. On-going servicing of clients, for example withdrawals or fund switches. Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives. WE WOULD LOVE TO HEAR FROM YOU IF: Minimum of Regulated Diploma in Financial Planning (CII) or equivalent Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances. Ability to work within defined business processes and to achieve agreed outcomes without supervision. Ability to multi-task and to prioritise and plan own workload. Strong IT skills. Good report writing and communication skills. A “can do” approach At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you. LI-EM1 LI-SY1 LI-JJ1 The Company At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive. We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience. We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com. The Benefits Private medical Discounted health checks Stakeholder pension contribution Cycle to work scheme Gym discounts Purchase additional holiday Equal Opportunities As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs. Documents