Trainee Paraplanner / IFA Paraplanner - Feering

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

Trainee Paraplanner / IFA Paraplanner - Feering

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