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Trainee Paraplanner / Paraplanner

onedome · 26 days ago
Negotiable
Full-time
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Company Information

Contractor Wealth are an established wealth planning practice dedicated to providing tailored financial advice to professionals in the contracting and freelance community on a number of areas such as:

  • Life insurance / protection,
  • Investment advice,
  • Pensions and retirement planning,
  • Health and long term care,
  • Estate planning

Contractor Wealth is part of the OneDome Group, an award-winning next generation property marketplace and a market disruptor enabling home movers to conduct an end-to-end property transaction via a single interface. The OneDome platform makes transactions faster, more assured and allows customers to have greater control over their transactions.

OneDome achieved Gold for the Best Use of Digital in Property market and won the title of the Most Innovative company in 2021 Best Business Awards in the UK.

Roles and Responsibilities

You will be working directly with all members of the practice, but predominately in support of the Financial Planners. Your role will be to prepare, and check client fact finds, undertake analysis of clients existing investments, prepare suitability letters and recommendation packs for clients. You will need to ensure that the business is completed in a timely fashion, all files are fully compliant so attention to detail is vital.

  • Working with the financial planners to ensure all information to support the correct client outcome has been obtained and documented on file.
  • Working with the financial Planners to identify areas for financial planning and identify solutions suitable to meet the client’s needs and objectives.
  • Working with the Financial Planners to review the clients existing pensions, investment portfolios, asset allocation, risk profile. This will include analysis of the provisions, including calculations to support the right outcomes for the client.
  • You will prepare client suitability reports for approval by the Financial Planner, along with other accompanying documentation.
  • You will commit to your continuous professional development, maintaining a good knowledge of providers and investment/tax issues.
  • Prepare for client review meetings to produce performance information and reports for the clients.
  • You will at times need to assist other colleagues in the business in other administrative functions to aid the Financial Planners and deliver superior client service.

Qualifications, Skills, and Requirements

  • Experience in Financial Services
  • Trainee Paraplanner: A desire to work towards Diploma in Paraplanning Level 3
  • Paraplanner: A Diploma in Financial Planning Level 4 or working towards
  • A good understanding of the financial planning process and compliance requirements

Person Specification

  • Good eye for detail
  • Ability to assess information, make comparisons and identify critical features
  • Ability to keep their knowledge up to date
  • Good understanding of the compliance requirements
  • Able to work within a defined process, compliantly and within timescales
  • Organised and able to prioritize work load
  • Excellent attention to detail and accuracy
  • Articulate in all dealings with clients and stakeholders, verbally and within written communications
  • Ability to work independently and within a team

Note: The role is hybrid and requires office working from Whiteley, Hampshire combined with remote / home working.

Last updated on May 22, 2024

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