01162822177 enquiries@rowleyturton.com

Join Us - Trainee Paraplanner required

10th July 2019

Vacancy, Job,

Trainee Paraplanner.

We're currently looking for a trainee paraplanner to join our award-winning team.

Accountabilities:

Receive and implement requests from planners.

Gather and record client data.

Prepare review and recommendation reports to a professional and timely standard.

Provide information for regular client reviews.

Communicate with selected clients (face to face or remote) and third parties.

Delegate and communicate clearly with technical and client support.

Undertake financial planning and product-based research.

Operate within the compliance and corporate standards of the business.

Undertake appropriate professional development and training.

 

Skills, knowledge, and experience:

Good technical knowledge.

Ability to use research tools (e.g. eXchange, Assureweb, Aequos) technical financial planning tools (e.g. Truth by Prestwood), financial modelling and back office software (1st software).

Interpersonal skills - able to work within a team, and maintain client trust and inspire confidence.

Articulate – able to communicate effectively in verbal and written form.

Highly organised, methodical, analytical, disciplined.

Appropriate CII qualifications (or equivalent).

 

Terms

Position: Permanent, Full Time.

Salary: Competitive

Death in Service scheme: 2 x salary.

Generous Pension Scheme: 7% employer contribution based on basic salary.

Career development encouraged: PFS membership, and appropriate CII exams and study material, provided.

Location: Leicester.

To submit your CV for our consideration please e-mail scott@rowleyturton.com

 

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