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Trainee Paraplanner - Farnborough, Farnborough
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Client:
Location:
Farnborough, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
e8268dac63db
Job Views:
6
Posted:
02.06.2025
Expiry Date:
17.07.2025
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Job Description:
Trainee Paraplanner - Farnborough
Our client is looking for a Trainee Paraplanner to join their team in Farnborough.
Key responsibilities:
* 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.
* 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.
* To collate all documentation to support the recommendations.
* Meet set individual targets for productivity and quality.
* Update internal systems with case progress so this can be tracked to new business receipt.
* Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation.
* Liaise with Business Support staff where administrative support is required at pre-sales.
Experience and Skills:
* Planning & Organising
* Resilience
* Technical Knowledge
* Excellent analytical and evaluation skills
* Analytical skills
* Practical knowledge of financial planning, pensions, investments, wealth, management, life assurance, tax matters and corporate financial advice
* Excel and Word
* Previous experience in an IFA firm is essential
* Experienced sales support with minimum of 2 years’ experience and wishing to progress to a Trainee Paraplanner, with the end goal of becoming a fully competent Paraplanner
* Working toward Diploma Level 4.
Full Diploma in Financial Planning will need to be completed to move into a full Paraplanner role
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