Trainee Paraplanner (Some Hybrid)

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.

Location: Office based primarily but home working is available on request

Hours: 5 days per week - 9am until 5pm (Monday - Friday)

Contract type: Permanent

Benefits;

1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)

2. NHS Top up Medical Cash Plan (increasing with length of service)

3. Gym membership

4. Free onsite parking

5. Bike to work scheme

6. Exam support and funding

7. Inhouse development path for those that want to develop throughout the various roles

8. Team socials

Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business.

Key Duties and Responsibilities:

* Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey

* Sending Letter of Authorities to third party providers

* Chasing outstanding information with third party providers

* Analysing of policy information

* Preparation of basic suitability letter and reports

* Accurately recording clients data and compliance

* Communication between client and adviser to ensure both parties are updated throughout the process

* Working within desired timescales for completion of tasks

* Project a professional image in both appearance and attitude and provide quality support on time to agreed standards

* Maintain up to date industry knowledge and awareness by attending training days and keeping abreast of advice and process changes internally

* Develop technical competence at an appropriate level to meet the requirements of the role

* Maintain a good working relationship with colleagues, clients and third parties.

Person Specification:

* Genuine interest in Financial Services and paraplanning as a long term career

* Interest in taking exams and keen to develop is essential

* High level of attention to detail and accuracy

* Highly organised

* Excellent written and verbal communication skills

* IT Skills

* Demonstrates a positive attitude at all times

* Works well as an individual and also as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career
Only candidates based in UK and eligible to work in UK are allowed