Trainee Paraplanner (Some Hybrid

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.

Location:

Office based primarily but home working is available on request

Hours:

5 days per week - 9am until 5pm (Monday - Friday)

Contract type:
Permanent

An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business.

• Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey
• Sending Letter of Authorities to third party providers
• Chasing outstanding information with third party providers
• Analysing of policy information
• Preparation of basic suitability letter and reports
• Accurately recording clients data and compliance
• Communication between client and adviser to ensure both parties are updated throughout the process
• Working within desired timescales for completion of tasks
• Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
• Maintain up to date industry knowledge and awareness by attending training days and keeping abreast of advice and process changes internally
• Develop technical competence at an appropriate level to meet the requirements of the role
• Maintain a good working relationship with colleagues, clients and third parties.

• Genuine interest in Financial Services and paraplanning as a long term career
• Interest in taking exams and keen to develop is essential
• High level of attention to detail and accuracy
• Highly organised
• Excellent written and verbal communication skills
• IT Skills
• Demonstrates a positive attitude at all times
• Works well as an individual and also as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career