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Job Reference:
6d246c7de99f
Job Views:
11
Posted:
22.06.2025
Expiry Date:
06.08.2025
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Job Description:
Trainee Paraplanner / IFA Paraplanner - Feering
Our client is looking for a Trainee Paraplanner to join their Feering office. You will be providing support to the team of IFAs.
Key Responsibilities:
* To write suitability reports for clients of the firm’s IFAs.
* Reports are often of a technical nature.
* To conduct whole of market research via Adviser
* Administrative Duties as and when required – Application Forms, Illustrations, covers letters etc
* Platform work – wizards, setting clients up and arranging payments
* Ensuring clients are correctly invested every time.
Skills and Experience:
* Minimum Level 4 qualified and ideally en-route to Chartered status. Trainees will be willing to work towards Level 4 qualifications.
* Must have at least two years previous experience of working in a paraplanning role (2 years IFA/finance experience for trainee role).
* Must have excellent customer-care skills.
* Will need a sound knowledge of Microsoft Office applications and preferably knowledge of Adviser Office and/or Intelliflo, The Exchange, and insurance company online applications.
* Must have an excellent command of English and Maths.
* Must be able to work under own initiative, and to undertake a variety of tasks by prioritising work effectively.
* Highly organised
* Confident telephone manner and good communication skills at all levels
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