Sheraton Financial Planning Ltd- Trainee paraplanner
We are a busy financial planning company recently based in Wickham, Hampshire who are looking for a IFA administrator, who is looking to take the next stage in their career. We specialise in the At Retirement sector and have been shortlisted for the Money Management At Retirement Financial Planner Awards for the last 2 years. Sheraton Financial Planning has been running for c.6 years and due to its success of giving clients, the information to make life changing empowering decisions, it is now ready to expand.
Are you ready for the exciting challenge of helping us build our financial planning business by caring for new and existing clients and helping them meet their financial goals? We are looking for a proactive, motivated and energetic individual to work alongside the principal in the business, who is a Certified & Chartered Financial Planner and who cares passionately about wowing his clients and providing the best service possible.
This is an ideal position for someone who already has experience in financial administration but wishes to move to a paraplanner role over the next few years as the job develops. There will be the opportunity for full support from us, in meeting any training to further your knowledge and qualifications.
Salary: £20,000 to £28,000 dependent on experience.
Responsibilities:
• To support the financial planner in all areas of financial planning process;
• To help set up and monitor effective office management system for reviews and client management;
• Chasing progress with providers;
• Help in drafting financial plans and suitability letters for clients;
• Writing of routine email/letters and contacting clients by phone.
What’s required:
• Experience in financial services and be on route to completing the Diploma in Financial Planning and have
completed a minimum of R01;
• Have experience within a Financial Planning Practise;
• Good general IT skills including online systems and office applications;
• A good eye for detail and getting it right first time;
• Able to communicate effectively with clients;
To apply, please send your CV and a short covering note describing why you are the best candidate for this role by email to jason@sheratonfp.co.uk
We encourage applications directly from candidates and are not seeking introductions from recruitment agents at this stage.