Job reference
Milton Keynes, Buckinghamshire, United Kingdom
Start date
To be arranged
Administration & underwriting jobs / IFA jobs / Investment jobs / Protection jobs / Retirement jobs
Contract type(s)
Full time
Date posted

Based in Milton Keynea, my client is urgently seeking a Trainee Paraplanner, who is motivated and driven.

  • Dealing with client phone calls and providing basic information where required
  • Undertaking research and analysis to meet client needs and objectives
  • Reviewing existing holdings with other providers on behalf of clients as requested
  • Producing regular portfolio reports for clients in line with their servicing agreements using Intelliflo
  • Ensuring that client information is up to date on Intelliflo
  • Liaising with advisers to build solutions for clients and complete the necessary paperwork
  • Producing compliant and detailed client suitability reports
  • Ensuring that business is completed and submitted in line with business processes
  • Ensuring that client portfolios held via the Zurich Platform are regularly reviewed and assets invested correctly
  • Attending client meetings with Financial Advisers as required.
  • Level 4 Diploma for Financial Advisers (DipFA®) qualified (or en-route to qualifying)
  • Good working knowledge of core products and tax wrappers, as well as the UK taxation regime
  • Ability to work independently and as part of a team
  • Proactive approach.
  • Good personal organisation
  • Strong personal work ethic
  • Good communication skills