Paraplanner – Thorntons Investments, Dundee
We are looking for an experienced Paraplanner to join our Dundee team, supporting our Financial Planners alongside the administration support team.
Principal Responsibilities and Duties:
The post holder, as part of our Paraplanning team will –
- assist our Financial Planners prepare for client meetings
- attend client meetings where appropriate
- produce research on behalf of Financial Planners
- produce information, illustrations and product information for Financial Planners
- assist in the review of clients’ existing investments, attitude to risk, asset allocation, etc.
- produce cashflow forecasts, client review reports, suitability reports and other correspondence as required
- use all company systems in line with laid down procedures
- ensure all financial administration is conducted in accordance with the requirements of the FCA and internal procedures
- maintain client records in line with company policy
- maintain records of central research
- assist in the development of our Trainee Paraplanner(s) as required
Qualifications and Personal Development
The post holder will ideally hold a Level 4 Financial Planning/Paraplanning qualification. Further study to Chartered status will be encouraged.
The cost of study materials and examinations will be funded in line with our Study Policy.
In addition to the above qualifications, the post holder will commit to Continuous Personal Development, keeping knowledge up to date and retaining supporting records for review.
Location
We are based in two locations, our Dundee head office and in Edinburgh. Our Paraplanning team is based in Dundee, but we will consider applications from suitable candidates who could work from our Edinburgh office. From time to time, the post holder will need to attend meetings in other offices or other locations to suit client and or business demands.
To Apply: Please send your CV and covering email to lhudson@thorntons-investments.co.uk
Closing Date: 30 September 2019
We work with our preferred recruitment agencies, and we are not looking to add to this list currently, so please do not call or email if you are a recruitment agency.
We do not accept unsolicited agency CV’s, please do not send CV’s to our generic email addresses, or our employees. We are not responsible for any fees related to unsolicited CV’s.
Apprentice (Business Support) – Financial Services
Are you looking for your first step into a career within an office environment?
Are you a friendly self-starter with a positive approach to tasks, no matter how big or how small?
Are you keen to learn all aspects of financial services administration, and to make a real difference to our team?
If so, we have what you’re looking for!
We are offering a Modern Apprenticeship in Providing Financial Services.
What you’ll do:
The role itself will report into our Admin Manager, working within our Business Support team on a wide range of administrative tasks.
As an Apprentice, you’ll gain a fantastic insight and valuable skills as well as gaining an understanding of the financial services industry with an opportunity to spend time learning about other areas of our business.
Our ideal candidate will:
- be passionate about providing great customer service
- be friendly and confident in dealing with a wide range of people over the telephone and face to face
- be articulate with excellent written and spoken English
- be a self-starter – using your own initiative to resolve issues and find answers so that you learn along the way
- be determined to learn and develop new skills
- be analytical and able to process numbers accurately
- possess good general computer skills (MS Office)
- be flexible – willing to tackle lots of different tasks and prioritise your workload to meet deadlines and expectations
What we’ll provide:
Earn as you learn with a starting salary of £10,000, a contributory pension, 25 holidays plus 9 public holidays each year, life assurance and a medical cash plan.
You will receive support as you study towards an SVQ in Providing Financial Services (in conjunction with our chosen training provider) as well as lots of ‘on the job’ training and guidance.
About Us:
Thorntons Investments is a Scottish financial services company specialising in investment management and financial planning.
Our values are clear. We are: Driven, Dynamic, Diligent and Dependable.
We provide a service our clients tell us they like, that you can trust, and our colleagues can be proud of.
If you’d like to join our team, please send your CV with a covering letter to lhudson@thorntons-investments.co.uk
We work with our preferred recruitment agencies, and we are not looking to add to this list currently, so please do not call or email if you are a recruitment agency.
We do not accept unsolicited agency CV’s, please do not send CV’s to our generic email addresses, or our employees. We are not responsible for any fees related to unsolicited CV’s.
