Trainee Paraplanner

Trainee Paraplanner

Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who wants to work towards becoming a fully qualified Paraplanner or is part of a Paraplanning Apprentice Scheme.

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 client's 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, providing clear research of the advice provided.
• Liaise with Product Providers / Third Parties regarding any technical queries.
• Accurately complete new business sheets to be handed over to the PA.
• Successfully complete all relevant exams as agreed throughout your training plan.
• Regularly update and maintain industry/product knowledge, through webinars, seminars, and training sessions.

Knowledge, Skills & Competencies

• Previous experience of working in a 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 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.

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