Trainee / Junior Paraplanner - Chelmsford
Our client is looking for a Trainee Paraplanner to join their team. This role is suitable for an individual who is halfway to obtaining their Diploma qualification and is working towards becoming a fully qualified Paraplanner.
Key Responsibilities:
1. Provide research and analysis of investment funds and financial products, considering client objectives.
2. Conduct fund research using FE Analytics where appropriate.
3. Review asset allocation for investment/pension holdings.
4. Complete financial cashflow forecasts to demonstrate the client's current and future financial position.
5. Prepare Financial Plans, outlining the client's current position, future goals, and the steps to achieve them.
6. Prepare fund switch and encashment letters based on advice provided.
7. Obtain applications, key features documents, factsheets, illustrations, and product comparison quotes, providing clear research of the advice.
8. Liaise with Product Providers / Third Parties regarding technical queries.
9. Collaborate effectively within the team.
10. Accurately complete new business sheets for handover to the PA.
11. Successfully complete all relevant exams as per your training plan.
12. Regularly update industry and product knowledge through webinars, seminars, and training sessions.
13. Previous experience in a similar role within financial services is preferred.
14. Apply technical financial knowledge practically within your career.
15. Experience in data research and report writing within financial services.
16. Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint) or similar tools.
17. Maintain a professional, customer-focused approach to achieve the best outcomes for clients and the business.
18. Be flexible and proactive in completing tasks.
19. Working towards full Diploma qualification.
20. Good understanding of the Financial Planning process.
21. Strong interpersonal, written, and verbal communication skills.
22. Excellent customer service skills to support advisers and clients.
23. Strong planning and organizational skills.
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