Trainee Paraplanner - Wealth Management Firm

The Office Club Recruitment Limited
Woodford Green
11 Aug 2018
24 Sep 2018
Job role

An excellent opportunity for a Trainee Paraplanner to start their career in Financial Services working alongside a highly professional, fast paced, well-established and growing Wealth Management team based in Woodford, Essex.

The candidate will be working within the dedicated Client Services Team supporting 8+ Financial Advisers by ensuring high-worth investment transactions are carried out accurately, assisting the advisers with client management, and providing advisers & clients with technical reports and information.

  • Up to £24,000 starting salary
  • Excellent opportunity for Trainee Paraplanner
  • Supportive and dynamic working environment
  • Woodford, Essex location

The Role

This role would suit an individual who is highly motivated, professional, friendly with an enthusiastic and positive attitude, who has strong administrative and communication skills.

  • Learning how to prepare and write detailed technical reports for clients
  • Processing high-net worth investments and insurance applications
  • Obtaining and maintaining detailed client information to support Financial Advisers whilst ensuring supporting documentation and back office systems are maintained and all client files remain compliant
  • Liaising with external companies to obtain and collate client financial information.
  • Working alongside various St. James’s Place departments for reasons such as; compliance, documentation, monitoring of funds, client accounts and technical queries.
  • General office administrative duties.
  • Full training will be given and supported in relevant professional studies.

Personal Attributes

  • Professional and well presented
  • Excellent English language and grammar skills and the ability to communicate effectively
  • Proficient Microsoft Office and IT skills
  • Proactive in approach, happy to take ownership and responsibility for work tasks and projects
  • Ability to work well in a team, whilst also comfortable to work alone
  • Honesty and integrity, maintaining strict confidentially where required

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