What are the responsibilities and job description for the Trainee Financial Advisor position at Heat Recruitment?
Location
TRURO
Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref86907
Recruiter Managing This Role
Paraplanner
Salary : up to £45,000 DOE
Working pattern : Hybrid
Location : Leeds
Were on the lookout for a Paraplanner to provide vital support to our Financial Advisors by conducting research, preparing client reports, and ensuring compliance with financial regulations. This role involves analysing client needs, preparing financial plans, and managing the technical aspects of the financial advisory process, allowing advisors to focus on client relationships and strategy.
Responsibilities :
- Conduct in-depth research on financial products, including pensions, investments, insurance, and tax strategies.
- Analyse client portfolios, identifying areas for improvement or opportunities for growth.
- Prepare detailed financial plans and recommendations tailored to client needs.
- Draft suitability reports and investment proposals based on advisor instructions.
- Ensure all financial plans and recommendations meet FCA regulatory requirements.
- Attending client meetings to gather and review information, including fact-finding and risk profiling.
- Provide clients with updates on their portfolios or plans as required.
Requirements
Salary : $35,000 - $45,000
