Trainee Paraplanner Solihull £25,000 - £30,000 DOEOn site parking Full time in the office Bonus scheme
Our client is a well-established Wealth Management practice who provides corporate and private client wealth management advice to Private Clients, Business Owners, Trustees and Sports professionals. My client now has an outstanding opportunity for an ambitious Trainee Paraplanner to join their prestigious office based in the Birmingham area.
The main purpose of this role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets.
Responsibilities
- Develop and maintain effective relationships with clients and colleagues.- Prepare suitability reports appropriate to level of experience and under relevant supervision. - Ensure all relevant compliance paperwork has been carried out.- Carry out technical research as part of the existing arrangement review process.- Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.- Maintain awareness of, and act in accordance with, all Compliance a...