Trainee Paraplanner

Recruiter
Leamington Spa Commercial
Location
Stratford-upon-Avon
Salary
25000.00 GBP Annual
Posted
29 Mar 2019
Closes
26 Apr 2019
Job Type
Trainee
Contract Type
Permanent
An established Independent Financial Services Company are recruiting for a Trainee Paraplanner

Their team of financial advisers are fully qualified and experienced in providing advice on pensions, investments, mortgages and insurance products; understanding the needs of professionals who often require financial plans that are flexible and address their complex requirements.

We are currently recruiting for a Technical Support Administrator/Trainee Paraplanner to provide technical and research support to the Senior Partner and other financial planners.

• Undertake detailed research of existing client policies and collate information for analysis

• Prepare client files for meetings with relevant documentation required to complete new business, including application forms, illustrations and fund research

• Ensure all regulatory and compliance standards are met

• Prepare full recommendation/suitability reports across all aspects of financial planning

• Manage work-in-progress and pro-actively move cases along to completion

• Keep day-to-day tasks up to date on Outlook

• Attend client meetings when required

We are looking for an individual with good technical knowledge and analytical skills across all areas of financial planning, who is able to balance a busy workload.

The successful applicant must have a good work ethic, be extremely organised in addition to:

• Excellent written and verbal communication skills

• Experience in using research tools such as Selectapension, FE analytics, Assureweb

• Ability to both work well within a team and independently

• Good knowledge of all Office products, such as Word, Excel and Outlook

• Excellent IT and communication skills

• A keen eye for detail

In addition, the following would be desirable:

• At least 2 years previous experience within the financial services industry

• Previous experience of Intelligent Office

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