Trainee IFA Paraplanner

Job Type:
Job Sector:
Banking, Finance
South East
Milton Keynes
Salary Description:
�25,000 - �35,000 per annum DoE
TalentSpa Recuitment
Job Ref:

Trainee IFA Paraplanner

Location: Milton Keynes

Salary: circa �25,000 - �35,000 per annum - Depending on Experience and Qualifications

About the company:

Vizion Wealth is a local chartered independent IFA and wealth management practice for high net worth individuals and business owners. We have a strong client service ethos and pride ourselves on providing a high level of independent chartered advice and impartial wealth management and financial planning solutions to all clients. We promote a culture of always placing the client's interests first and aim to be proactive and responsive in managing a client's financial planning needs.

We now have an exciting opportunity for the right candidate to join our small but growing friendly Wealth Management and IFA practice in the Milton Keynes / Stony Stratford area as a wealth management trainee paraplanner with a view to working towards becoming a fully qualified paraplanner in the next 12 - 18 months.

Duties of the Trainee IFA Paraplanner:

* The position involves a wide variety of tasks associated with managing and advising a range of high net worth and business clients in the area of holistic financial planning, tax planning, investments, estate planning, retirement planning and protection within a directly authorised firm.
* Assisting in producing accurate, compliant and complex advisory reports across the full range of individual and corporate advisory areas.
* Research, analysis and development of client financial planning strategies in conjunction with a financial planner.
* Cash flow planning.
* Communicating with policy administrators to gather relevant client information.
* Utilising the Intelliflo back office system to manage, monitor and maintain all client records, tasks, workflows and business submissions for MI and compliance systems.
* Client administrative work including portfolio management, workflow management, record keeping, applications, illustrations, quotes, submissions, etc.
* Preparation of client review reports.
* Dealing with client contact and queries and assisting in client ongoing relationships where required.
* Ensure technical knowledge & CPD is continually updated.
* Development of skills over time to take on board more paraplanning tasks.

Requirements of the Trainee IFA Paraplanner:

* The ideal candidate MUST have at least 2 years of administration or client management experience working in an IFA or financial advisory business.
* MUST have some experience of completing some Paraplanning tasks such as research, analysis and assisting in formulating client reports, ideally within a multi adviser practice.
* MUST have experience of working with a financial advisory back office system such as Intellifo, Iress, Plum, etc.
* MUST have some industry qualifications and be working towards the Diploma in Regulated Financial Planning or Level 4 industry qualification.
* A desire to develop knowledge and qualifications.
* Passion for the industry and continuous improvement / development.
* Ability to meet deadlines, work under pressure and maintain a high level of consistent and accurate output.
* Ability to work autonomously while still forming part of the team and achieve results in an evolving business.
* Strong IT skills with good knowledge of MS Office (or similar) especially Word, Excel and Powerpoint.
* Experience of using various IFA research tools.
* Good interpersonal skills and comfortable conversing with HNW indi

Contact Details:
TalentSpa Recuitment
Tel: 01908920043
Contact: .

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