Paraplanner

Overall Summary

Join Trinity Bridge Paraplanning Team where you will support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.

At Trinity Bridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

• Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
• Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
• Undertake research to identify suitable solutions to meet the client’s needs.
• Request and obtain information/comparisons for analysis by the Adviser within agreed time frames.
• Consider current and future allocation of assets for investment strategy with regard to client risk profile.
• Check all compliance paperwork and internal sign off documents are present.
• Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
• Request and obtain application forms and other associated paperwork.
• Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
• Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
• On-going servicing of clients, for example withdrawals or fund switches.
• Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.

• Minimum of Regulated Diploma in Financial Planning (CII) or equivalent
• Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
• Ability to work within defined business processes and to achieve agreed outcomes without supervision.
• Ability to multi-task and to prioritise and plan own workload.
• Strong IT skills.
• Good report writing and communication skills.
• A “can do” approach

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by Trinity Bridge, that have not been authorised in advance, by us, will be ineligible for an agency fee.

Thank you.