Assisting in the preparation of suitability reports
Providing technical support to Financial Planners and clients
Supporting the team with ongoing client servicing and administration
Gaining exposure to complex financial planning cases
Building your technical knowledge and progressing towards a Paraplanner role
Training:OnlineTraining Outcome:This role is intended to lead into a full-time Paraplanning role, with the potential for further progression in the future.
This is NOT a trainee financial planner role.Employer Description:Independent financial planning underpinned by a risk-targeted investment portfolio strategy constructed specifically for private clients and trusteesWorking Hours :09.30 - 16.15
45 minutes for lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
Key responsibilities will include:
Administration & Paraplanning
Business Submission – creating illustrations, submitting & writing business (i.e. Suitability letters, CFRs, & iBusiness work)
Salesforce input and data reports
Producing personalised illustrations and up to date wealth accounts
Liaising with administration centres regarding client transactional fund information
Client switches, surrenders, critical yield calculation, dealing with letters of authority and liaising with external providers
Management of pipeline business
Actioning meeting notes and keeping Client file up to date
First point of contact for a high net-worth client base. Dealing with incoming enquiries and managing service level standards
Work on Self-Service systems
PA Duties
Diary management
General administration support, including diary management, appointment making, meeting and greeting clients
Word and Excel is essential
Training Outcome:Upon successful completion of the apprenticeship a full time permanent postion may be offered where available.Employer Description:We offer a virtual assistant package to support businesses with their office requirements.Working Hours :Monday to Friday, 9.00am to 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Initiative,Patience....Read more...
