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Financial Services

Feering

18/03/2022

Type of Position: IFA Paraplanner / Trainee Paraplanner
Pay: £27-£45k

IFA Paraplanner / Trainee Paraplanner

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
  • Office/Intelliflo, FE Analytics, Synaptic Comparator, O&M Pension Profiler, Assureweb etc.
  • Administrative Duties as and when required – Application Forms, Illustrations, covers letters etc
  • Peer Checks
  • 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
  • PC skills
  • Confident telephone manner and good communication skills at all levels

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

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