Assistant Paraplanner

OVERALL SUMMARY

Join TrinityBridge Paraplanning Team where you willsupport Advisers and ultimately clients in the advice giving process with data collection product research and production of application forms and supporting literature. This role can be based in either Glasgow or Edinburgh.

RESPONSIBILITIES

• Obtain information on existing policies; this will include issuing a letter of authority chasing up providers regularly and obtaining the information either online over the telephone or in writing.
• Produce new business illustrations using either our own or 3rd party software.
• Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse IMAGO Iress and other financial planning software.
• Request and obtain application forms and other associated paperwork.
• Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
• Ensure adherence to Departments and Company procedures and Departments Key Performance Indicators (KPIs)/objectives.

WE WOULD LOVE TO HEAR FROM YOU IF:

• Are looking for progression with Regulated Diploma in Financial Planning (CII) qualification.
• Understanding of the Financial Planning process where appropriate.
• 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.
• An assertive can do approach to dealing with product providers and fund management groups.
• Its desirable to have strong IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools such as X-Plan and Iress.
• Effective verbal and written communication skills

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont 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.

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 thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you.

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At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so if you need a job description or application form in an alternative format or would like to discuss the recruitment process with us please get in touch at.