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Trainee Paraplanner - Colchester, Colchester
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Client:
Location:
Colchester, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
1de7039ee3a5
Job Views:
4
Posted:
02.05.2025
Expiry Date:
16.06.2025
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Job Description:
Trainee Paraplanner - Colchester
Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner.
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.
* 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.
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