Trainee Paraplanner

Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add a Trainee Paraplanner to their growing team on a salary up to £28k per annum. This individual with Produce quality documents which provider clear information and advice to clients based on their financial needs and objectives. This role is ideal for someone who is part qualified, enjoys working in a busy environment, has a keen eye for detail and has previously worked in a similar role within Financial Services.

Key Responsibilities & Main Tasks

• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.

• Conduct fund research using the company panel or FE Analytics where appropriate.

• Review asset allocation for any investment/pension holdings

• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.

• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.

• Preparation of fund switch and encashment letters according to advice provided.

• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.

• Liaise with Product Providers / Third Parties regarding any technical queries

• All work to be completed within agreed SLA’s.

• Following your Training Plan; undertake regular training sessions with Paraplanners, Client Service Manager and Business Quality, as well as seek out opportunities for further development.

• Treat all data with complete confidentiality

• Treat our customers fairly at all times, referring to your Line Manager or the Head of Compliance for guidance if necessary. Act in accordance with Compliance procedures and FCA Regulations at all times to ensure regulatory requirements and company policies are correctly followed.

• Maintain client records and update client information on back-office systems to keep an effective audit trail.

Knowledge, Skills & Competencies

Work Experience:

• Previous experience of working in similar role within financial services.

• Practical application of technical financial knowledge within career.

• Previous data research and report writing experience within financial services.

• Strong experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.

Skills & Qualifications:

• Good understanding of the Financial Planning process.

• Strong interpersonal skills, both written and verbal communication.

• Customer service skills – providing an excellent service to the adviser and client.

• Excellent planning and organisational skills.

• Ability to work effectively to deadlines.

Competencies:

• Organised and efficient, manages their own time effectively and prioritises to maximise productivity.

• Adopts and demonstrates a proactive approach at all times.

• Self-motivated, works consistently with little supervision and takes a proactive approach to their work.

• Promotes cooperation and team working within their team, or with others. Develops a wide variety of successful networks across the whole business and demonstrates interdepartmental working.