Salary up to £30,000 plus benefits and bonus
Trainee Paraplanner required by a growing wealth management firm in Glasgow. You will provide technical and administration support to a team of financial planners.
When fully trained, responsibilities will include:
1. Deal with general client queries
2. Analyse clients’ requirements, develop cash flow models and accurately record client data
3. Research and analyse financial products to meet client requirements and objectives
4. Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
5. Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports and discussion documents
6. Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
7. Work within and stay up to date with template changes and advice framework
8. Check any plan information against the relevant checklists following the letter of authority to see what information may be outstanding in order to analyse the plans.
9. Call ceding scheme providers to request outstanding policy information for clients.
10. Prepare suitability letters and reports (liaising with financial planners), taking full responsibility for the client files and back office IT records throug...