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Job Reference:
be6743aa5d61
Job Views:
5
Posted:
05.05.2025
Expiry Date:
19.06.2025
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Job Description:
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 achieving Diploma qualification and is working towards becoming a fully qualified Paraplanner.
Key Responsibilities:
* Provide research and analysis of investment funds and financial products, considering client objectives.
* Conduct fund research using FE Analytics where appropriate.
* Review asset allocation for investment and pension holdings.
* Complete financial cashflow forecasts to demonstrate the client's current and future financial position.
* Prepare Financial Plans outlining the current position, future goals, and steps to achieve them.
* Prepare fund switch and encashment letters based on advice provided.
* Obtain applications, key features documents, factsheets, illustrations, and product comparison quotes from appropriate sources, ensuring clear research of advice.
* Liaise with Product Providers / Third Parties regarding technical queries.
* Work effectively within a team.
* Accurately complete new business sheets for handover to the PA.
* Successfully complete all relevant exams as per the training plan.
* Regularly update and maintain industry and product knowledge through webinars, seminars, and training sessions.
Qualifications and Experience:
* Previous experience in a similar role within financial services.
* Practical application of technical financial knowledge.
* Experience in data research and report writing within financial services.
* Strong proficiency in Microsoft Office products (Word, Excel, Outlook, PowerPoint).
* Professional approach with a strong customer focus for optimal outcomes.
* Flexible and proactive attitude.
* Working towards full Diploma qualification.
* Good understanding of the Financial Planning process.
* Strong interpersonal, written, and verbal communication skills.
* Excellent planning and organizational skills.
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