Trainee Paraplanner - Cranbrook

Our client is looking for a Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service to their clients. This role also offers progression to train to become a qualified paraplanner.

Responsibilities:

·       Assist the paraplanning team with various administrative tasks, including but not limited to data entry, file management, and document preparation.

·       Work closely with financial advisers, paraplanners, and other team members to provide seamless support and deliver outstanding client service.

·       Identify opportunities for process improvement and contribute ideas to enhance the efficiency and effectiveness of the paraplanning department.

·       Maintain client records, ensuring confidentiality and accuracy of information in accordance with data protection policies.

·       Collaborate with financial product providers, platforms, and custodians to request and obtain required information and documentation.

·       Conducting research, analysing data to support the financial advisers and paraplanners in ongoing advice.

·       Documenting ongoing advice and preparing accurate and comprehensive reports, based on the information provided by paraplanners and financial advisers.

·       Ensure all documentation and processes adhere to regulatory standards and internal compliance guidelines.

Experience/Qualifications:

·      At least 1 years’ experience in an administrative role with Financial Services.

·      Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

·      Attention to detail is paramount to ensure accuracy in reports and documentation.

·      Strong organizational and time management skills are necessary to effectively handle multiple tasks and prioritise. 

·      A collaborative approach to work, flexibility, and a willingness to support team members when required are valued traits.

·      Exceptional written and verbal communication skills are essential for conveying information clearly and professionally.

·      Excellent numeracy skills are also essential.

·      Demonstrated commitment to upholding high ethical standards and handling sensitive information with confidentiality is expected.

·      Excellent telephone etiquette is important, as calls to providers/ advisers will form part of this role.

·      Opportunity for further study and pathway to Paraplanner role.

This will be an office based position 5 days/week.

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

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