Assistant Paraplanner

TrinityBridge; Greater London; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Flexible working options

Job summary

TrinityBridge is seeking a detail-oriented role to support Financial Planners in data collection, product research and production of application forms and literature.

You will obtain policy information, prepare illustrations and compile materials for analysis using tools like Pulse, IMAGO, Iress, and X-Plan, ensuring accurate data entry and adherence to procedures.

Qualifications

• Understanding of the Financial Planning process.
• Ability to multi-task and prioritise workload.
• Ability to work within defined business processes to achieve outcomes.
• Effective verbal and written communication skills.
• Familiarity with Word and Excel and financial planning software.

Responsibilities

• Obtain information on existing policies and chase providers by phone, online or in writing.
• Produce new business illustrations using internal or third-party software.
• Prepare information for analysis by the Paraplanner and Planner with financial planning tools.
• Request and obtain application forms and paperwork.
• Ensure data is accurately recorded on back-office systems and kept up to date.
• Adhere to departmental and company procedures and KPIs.

Skills

IT skills

Communication

Multi-tasking

Work planning

Regulatory understanding

Education

Regulated Diploma in Financial Planning (CII)

Tools

X-Plan

Iress

Job description

Description

Role overview

To support Financial Planners, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.

Key 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 Planner. 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 Department’s and Company procedures and Department’s Key Performance Indicators (KPIs)/objectives.

Regulatory responsibilities ¦ Compliance/T&C

• Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you ¦ Qualifications, skills and strengths

• Progression with Regulated Diploma in Financial Planning (CII).
• 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.
• It's 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 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.

#LI-EM1 #LI-SY1 #LI-JJ1

Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

The Company

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

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 [e-mail].