As a trainee paraplanner at RS Robertson Financial Planning your responsibilities will be:
Assess information gathered by the Adviser on the Confidential Client Review
Liaise with the Adviser and Client as appropriate to fill any information gaps
Complete suitability reports and collate meeting packs with all regulatory documents to allow the Adviser to present business
To gather ceding scheme information from third parties
To work within and stay up to date with template changes and advice framework
To work within a regulated environment and stay abreast of legislative changes
Liaise with Head Office admin centres as required
Knowledge and Experience:
Previous experience of working in a Financial Services role
Able to prove ability to pass RO exams
Working towards Diploma qualification preferential
Take pride in producing high quality, accurate and timely information
Demonstrate excellent verbal and written communication skills
Experience of using client management systems
Broad experience of Microsoft Office, advanced Excel and experience of using Salesforce