Trainee Paraplanner
Job Type : Permanent, Full Time
Salary : £24000 – £26000/annum + generous benefits
Trainee Paraplanner
Leicestershire (our ref AL1180)
Salary £24,000 – £26, 000 dep on exp + generous benefits – full time position, Mon – Fri
A well-established IFA firm, based on the outskirts of Leicester, is looking for a personable, bright, and articulate individual to join their Paraplanning Team.
Duties and responsibilities include:
* Providing full Paraplanning, including provider and product research, analysis, portfolio analysis, and suitability report writing
* Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision.
* You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering.
* Manage queries and provide suitable remedies.
Skills and experience
The ideal candidate will:
* Have at least 1 year in financial administration, specifically relating to Pensions and Investments.
* An exceptional working knowledge of Microsoft word, Excel and Outlook with the ability to quickly familiarise yourself with various systems.
* Have a proactive approach to day-to-day workload and tasks
* Be willing to help out with ad-hoc tasks when needed and be approachable
* Be able to work towards time targets
* Be adaptable to change, new systems and new ways of working.
* Be able to support senior staff to provide their advisers with robust advice solutions, drawing on your technical knowledge and carrying out appropriate research to justify and evidence the advice given.
* Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.
* First class time management skills with the ability to prioritise and organise own workload.
* Excellent organisational and communication skills.
* Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.
* Experience dealing with various platforms and providers (Ideal but not essential)
* Looking to start or already started working towards the Level 4 Diploma in Regulated Financial Planning (DipPFS)
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website
