We are currently working closely with a large scale IFA with nationwide offices. My client is ideally seeking someone with a relevant degree ( recent graduate ) that will compliment the role and the industry.
This role is to work as part of the Financial Planning Team and assist in the completion of its responsibilities. The role is for a junior / trainee member of the team, which currently consists of 14 Paraplanners at presents within just one of the Nationwide offices.
The job role consists of the following duties listed below : The role will require the individual to focus on the production of pre-meeting Annual Review Packs for our clients and then follow up with post-meeting Annual Review Summary Reports.
Conduct portfolio analysis, product selection and report writing.Assist Senior Financial Planners in the completion of their reports and analysis.
This may include checking policy information sheets and producing illustrations.Other Paraplanning duties that assist the financial planners in the day to day role will also be required.
What do you need : Ideally we are looking for a candidate that is educated to a degree level, with an industry relevant degree, this could be one of the following.
Economics, Finance, Business Management or financial Analyst.Other qualities we are looking for are. Strong attention to detailOrganisedStrong IT skill & Communication skillsIdeally someone who has worked within an office or has completed and internship within a company will also be off interest.
An understanding of Wealth management or financial planning is preferred but not essential.Full study support to complete your Diploma Level 4 will be offered for the successful candidateFor more details on this role, please apply on line.