Junior Paraplanner - Wokingham

Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner.

Key Responsibilities:

• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Conduct fund research using FE Analytics where appropriate.
• Review asset allocation for any investment/pension holdings
• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
• Preparation of fund switch and encashment letters according to advice provided.     
• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source  providing clear research of the advice provided.
• Liaise with Product Providers / Third Parties regarding any technical queries
• Team Working
• Accurately complete new business sheets to be handed over to the PA.
• Successful completion of all relevant exams as agreed throughout your training plan.
• Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.
           

Knowledge, Skills & Competencies:

• Previous experience of working in similar role within financial services.
• Practical application of technical financial knowledge within career.
• Previous data research and report writing experience within financial services.
• Strong experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Professional with a proven strong customer focus approach to getting the best outcome for the client and the business.
• Flexible and proactive approach to getting the job done.
• Working towards becoming full Diploma qualified
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills – providing an excellent service to the adviser and client.
• Excellent planning and organisational skills. 
   

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk 

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