Are you a numerate and analytical Graduate interested to train to become a qualified Paraplanner and perhaps become a Financial Advisor in the future? This is a fantastic opportunity to join a well-established independent financial planning company working within a professional team environment.  We’re looking for a bright Graduate who enjoys research and data analysis, with the interpersonal skills to liaise in a friendly and professional manner with Clients. This is an amazing opportunity within a company offering full sponsorship and support to achieve your professional financial planning qualifications.  Salary according to experience and full training provided.

‍Responsibilities‍

• Liaising regularly over the phone and face to face, often with high net-worth clients
• Creating financial plans to support each client’s financial requirements, including criteria to address shortfall analysis, wealth management and contingency planning
• Collating and compiling client information to aid meeting preparation and advice processes
• Updating CRM systems and company platforms adhering to compliance guidelines
• Producing clear and comprehensive analysis, client reports and suitability letters for sign-off
• Submitting investment and protection applications and managing these through to a successful conclusion
• Reviewing existing processes and implementing improvements where necessary
• Maintaining awareness of current legislation, regulatory and sales advice processes both internally and externally following FCA procedures

Requirements‍

• Relevant industry experience or Graduate with Finance or Economics degree or experience
• Keen to train for FPC qualifications
• Must have own transport
• Confident telephone manner with strong interpersonal skills
• Numerically confident

‍If you think you are suitable for this role, then please click ‘APPLY’ now!‍

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Recruitment Note‍‍‍‍
‍Due to the unprecedented volume of response we are currently receiving, regrettably, we are unable to respond to every application individually. If you have not heard back from us within 5 days, please assume your application has been unsuccessful. If the situation changes, or another suitable role arises, we will be in contact.