We are currently recruiting for a highly regarded Financial Planning practice based in Witney, looking to hire a Trainee Paraplanner.
Main Purpose of the Role:
* Eventually work with the senior team to provide technical support and produce compliant reports and documentation for clients, supporting recommendations made by advisers.
* Support the Paraplanning team in preparing client reports.
* Work towards full Paraplanning duties within the team.
* Train to write comprehensive suitability reports for clients, ensuring they are readable, compliant, and technically accurate, guided by senior staff.
* Provide technical support to the adviser team.
* Write suitability reports that are compliant, clear, and accurate, using templates or freehand as needed.
Duties and Responsibilities:
* Become competent in producing new business reports and recommendations.
* Ensure accurate recording of financial information to support full financial needs analysis.
* Coordinate with Business Administration for additional information.
* Collaborate with Investment and Accounts teams regarding reviews and transfers.
* Analyze client data and investments to identify gaps.
* Construct suitable financial solutions and recommendations with advisers.
* Gather all relevant financial information post-meetings for analysis.
* Prepare documentation for technical support use.
* Complete post-meeting reviews using templates, ensuring accuracy and compliance.
Skills and Knowledge Requirements:
* Willingness to undertake study.
* Proficiency in Microsoft Word, Excel, Outlook.
* Ability to work independently and as part of a team, managing workloads effectively.
* Ability to work under pressure when needed.
* Excellent organizational skills.
* Knowledge of Courtiers' processes, standards, policies, and procedures.
* Ability to produce technical bulletins for website and client communications.
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