TRAINEE PARAPLANNER - TUNBRIDGE WELLS

TRAINEE PARAPLANNER - TUNBRIDGE WELLS

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 clients 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 through appropriate source - providing clear research of the advice provided.

• Liaise with Product Providers / Third Parties regarding any technical queries

• Team Working

• Accurately complete new business sheets to be handed over to the PA.

• Successful completion of all relevant exams as agreed throughout your training plan.

• Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.

Knowledge, Skills & Competencies:

• Previous experience of working in 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 of working 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.

• Customer service skills - providing an excellent service to the adviser and client.

• Excellent planning and organisational skills.

If you are interested in this position