Trainee Paraplanner

Farnborough, UK
16 Aug 2019
31 Aug 2019
Contract Type
Full Time
Large scale Financial Services practice known for providing financial advice to private clients and small to medium sized businesses to many of the UK's largest organisations are recruiting in their Paraplanning team for a Trainee Paraplanner.

As the Trainee Paraplanner you will review FactFinds and consultants notes against guidelines and challenge the consultants if the client's financial needs are not clearly documented and accurate. You will research whole of market advice and draft suitability reports within an agreed timescale based on the information provided. Day to day operations developing both internal and external relationships.

The ideal candidate will have worked in a IFA practice for a minimum of 2 years, in a IFA Administrative positon or as a Trainee Paraplanner. You will be a ambitious to achieve the Level 4 Diploma in Financial Planning, or advantageously working towards. You will have upto date product knowledge and experience of researching and writing reports across investments, pensions and protection.

My client in return will provide full training to become a fully competent Paraplanner holding the Level 4 Diploma in Financial Planning.

Day to Day...

To review and quality check Private Client factfinds 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 obtain illustrations and Key Features Documents and associated documentation to support the recommendations set out in the recommendation report.

Meet set individual targets for productivity and quality.

Update the Paraplanning log, with pending new business so this can be tracked to new business receipt.

Liaise with Sales Support staff where administrative support is required at pre-sales.

Maintaining and producing compliant files.

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