Job description
My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley.
About the role
1. To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report
2. To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs
3. To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning
4. To liaise with the Compliance Team in regard to work that requires pre-sale authorisation
5. To prepare the report within an agreed timescale
6. To ensure that the Financial Planning Reports are accurate in regard to spelling and composition
7. To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log)
8. Commit to a Personal Development Plan and maintain all standards of performance as required by the firm
About you
9. Working towards Regulated Diploma in Financial Planning
(Level 4)
10. Understanding of UK financial regulatory framework and legislation
11. Good communication skills, both written and verbal
12. Good computer skills, proficient in Outlook, Word, Excel and PowerPoint
13. Good interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner
14. High level of attention to detail
15. A demonstrated commitment to high professional ethical standards and a diverse workplace
16. Ability to work within a team
17. Ability to progress under the supervision of the Technical Team Leader
18. Ability to multitask and prioritise work effectively
19. Capable of operating in a fast paced and challenging environment
Main benefits:
20. Competitive salary
21. 28 days holidays (plus Bank holidays)
22. Supported learning and development
23. 1 hour early finish Fridays along with Friday dress down
24. Work Place Pension
25. Exam and study leave
26. Staff spot bonus (monthly nominations)
27. Employee Assistance Programme