Trainee Paraplanner - Wokingham
Our client is looking for a Trainee Paraplanner to join their team in Wokingham.
Key responsibilities:
1. To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report.
2. To set down holistic financial planning advice for each client using the information provided to draft a recommendation report. To build upon own knowledge and expertise to construct and draft advice reports where this falls outside of the standard reports, preparing a report for sign off by the Adviser.
3. To collate all documentation to support the recommendations.
4. Meet set individual targets for productivity and quality.
5. Update internal systems with case progress so this can be tracked to new business receipt.
6. Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation.
7. Liaise with Business Support staff where administrative support is required at pre-sales.
Experience and Skills:
8. Planning & Organising
9. Resilience
10. Technical Knowledge
11. Customer focus
12. Attention to detail
13. Excellent analytical and evaluation skills
14. Good IT skills
15. Excellent communication skills
16. Analytical skills
17. Practical knowledge of financial planning, pensions, investments, wealth, management, life assurance, tax matters and corporate financial advice
18. Excel and Word
19. Previous experience in an IFA firm is essential
20. Experienced sales support with minimum of 2 years’ experience and wishing to progress to a Trainee
21. Paraplanner, with the end goal of becoming a fully competent Paraplanner
22. Working toward Diploma Level 4.
Full Diploma in Financial Planning will need to be completed to move into a full Paraplanner role