Trainee Paraplanner

Trainee Paraplanner
South Manchester Based (fully office based)
£30,000 DOE
Accelerated Progression to Paraplanner
Early finish Fridays
Level 4 & 6 Study Support
Matched 5% Pension Contribution
Private Medical Insurance
Cash Health Plan
Death in Service
Cycle to Work Scheme

You will be responsible for providing our Wealth Strategists with technical information and assisting the other Client Managers and advisers with draft reports, ensuring client's investment transactions are carried out accurately. You will prepare client packs for ongoing review meetings. You will also make sure all the information for the client meetings is there on time and accurate to ensure the smooth delivery of the client proposition.
Responsibilities

• Attend client meetings alongside Wealth Strategists, create meeting minutes which accurately reflect the information gathered to fully document a client’s financial needs and objectives.
• Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.
• Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Wealth Strategist.
• Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Wealth Strategist.
• Complete reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
• Effectively use research and planning systems such as FEAnalytics, Cashcalc and wrap platforms such as Elevate, Transact & Abdrn Wrap
• Be responsible for ensuring that recommendations are fully implemented in a timely manner.
• Maintain up-to-date knowledge of the industry, compliance, and regulatory developments.
• Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business.