Graduate Trainee Paraplanner

16 Oct 2016
15 Nov 2016
Contract Type
Graduate Trainee Paraplanner

Rafter Associates Financial Management Limited are Independent Financial Advisers and Financial Planners. We are a family run business which has been trading since 1981, gaining a reputation for high ethical standards and trust. We provide an expert range of services designed to support our clients in all of their financial decisions to help them achieve their desired lifestyle.

Position: Graduate Trainee Paraplanner
Location: Pitsford, Northamptonshire
Salary: £15,000 per annum

About the role:
The successful candidate will become a member of our Financial Planning team and will be involved in a wide range of administrative and communication duties helping to support our client service offering. You will, at all times, ensure that activities are handled in a compliant, efficient and accurate manner and you will be fully trained and supported with this.

You will benefit from continuous development through on the job training, study material and examinations. As you progress, you can expect your responsibilities within the team to increase and your general duties to become more intensive. As your skills develop you will become responsible for delivering whole sections of the projects you are involved in, rather than the smaller support duties associated with aiding the team, to deliver high quality robust client solutions.

We envisage a Graduate Trainee Paraplanner will gain the Diploma in Regulated Financial Planning quite rapidly with the potential to progress into the Advice Arena and we fully support them in their endeavours in this regard.

- Liaising with external providers and associated firms in a succinct and clear manner
- Organising electronic diaries for the team, including booking in client meetings
- Manage phone calls and meet and greet clients, who mostly visit us at our office, in a friendly, professional and polite manner
- Maintaining client files and ensure all paperwork is scanned and filed correctly on a daily basis
- Ensuring back office systems are kept up to date
- Requesting and collating administration forms and ensuring that they are chased when necessary
- Daily processing of application forms and administration forms
- Following up of all letters and forms sent, to confirm safe receipt and anticipated turnaround time
- Maintaining records of all client and administrative contact details
- Printing out valuations and reports ahead of client meetings and creating meeting packs for the advisers to present to clients
- Assisting the team with obtaining paperwork and printing off client advice suitability reports, appendices and key investor information documents
- Maintaining adequate treating customers fairly (TFC) records and ensuring that TCF is reviewed and procedures followed

About you:
You will need to be able to demonstrate good written and oral communication skills as well as a willingness to learn and improve. We welcome applications from candidates who are able to use their initiative and are happy to work as part of a vibrant and busy team. A good level of computer literacy and the ability to grasp new technology are also important to success in the role.

Successful candidates will have a thorough and diligent approach, with the ability to work under pressure when required and the ability to multi-task. You will be able to plan and prioritise your workload, but be able to seek help if/when you feel overwhelmed.

You may have experience of the following: Graduate, Trainee, Junior, Financial Planning, Paraplanner Graduate Scheme, Apprenticeship, Administration, Finance Graduate Programme, Para-planner, Para-legal, Paralegal, Accountancy, Accountant.

This vacancy is being advertised by EasyWeb Recruitment, the UK's leading Online Recruitment Agency. The services advertised by EasyWeb Recruitment are those of an employment agency. No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications.