Trainee Paraplanner - Wokingham
Our client is looking for a Trainee Paraplanner to join their team in Wokingham.
Key responsibilities:
- To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report.
- To set down holistic financial planning advice for each client using the information provided to draft a recommendation report. To build upon own knowledge and expertise to construct and draft advice reports where this falls outside of the standard reports, preparing a report for sign off by the Adviser.
- To collate all documentation to support the recommendations.
- Meet set individual targets for productivity and quality.
- Update internal systems with case progress so this can be tracked to new business receipt.
- Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation.
- Liaise with Business Support staff where administrative support is required at pre-sales.
Experience and Skills:
- Planning & Organising
- Resilience
- Technical Knowledge
- Customer focus
- Attention to detail
- Excellent analytical and evaluation skills
- Good IT skills
- Excellent communication skills
- Analytical skills
- Practical knowledge of financial planning, pensions, investments, wealth, management, life assurance, tax matters and corporate financial advice
- Excel and Word
- Previous experience in an IFA firm is essential
- Experienced sales support with minimum of 2 years’ experience and wishing to progress to a Trainee
- Paraplanner, with the end goal of becoming a fully competent Paraplanner
- Working toward Diploma Level 4.
Full Diploma in Financial Planning will need to be completed to move into a full Paraplanner role
If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk
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