Buckle, Green and Partners are a dedicated team of experienced Lifestyle and Wealth Managers located in a rural location on the SurreyHampshire border. We are looking for a trainee paraplanner to work alongside one of our advisers to assist in all aspects of financial planning:Paraplanning role- Preparing for client meetings.- Progressive use of financial planning software.- Loading existing client data onto the software and checking its accuracy.- Preparation for client meetings and client agenda's.- Obtaining life assurance quotes and preparing client illustrations.- Tracking the status and commission of client's policies once submitted for business.- Liaising with bankers, solicitors and accountants.- Keeping an accurate time log of time spent on clients work.- Preparing client paperwork.- Completing client fact finds.- Thinking of 'better ways' of doing tasks.- Managing 'Letters of Authority' for clients to sign and return and then send off to the appropriate providers.- Studying towards the Certificate in Financial Planning, Diploma in Financial Planning and the Accredited Paraplanner license.- Drafting suitability letters.- Drafting of client reports and recommendations.- Being the first point of contact for a clients query.Administration role- For the first 6-9 months learning how the practice administration works.- Answering the telephone.- Will be responsible for the purchase and invoice ledgers.- Ordering office supplies.- Office meeting preparations.- Distributing post to the appropriate team member.- Updating the procedure manual as and when appropriate.- Managing the team's diary and appointments.- Scanning client and all other documents.- Downloading of Intranet items.- Preparing for weekly practice meetings.- Supporting the partners marketing projects.- Printing and sending out marketing letters.- Any other tasks as required
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