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Type of Position: Trainee Paraplanner - Leeds
Pay: £23k - £26k
Our client is looking for a Trainee Paraplanner to join their team in Leeds.
To review and quality check Private Client fact finds 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 build upon own knowledge and expertise to construct and draft advice reports where this falls outside of the standard reports, preparing a report for sign off by the Adviser.
To collate all documentation to support the recommendations.
Meet set individual targets for productivity and quality.
Update internal systems with case progress so this can be tracked to new business receipt.
Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation.
Liaise with Business Support staff where administrative support is required at pre-sales.
Experience and Skills:
Planning & Organising
Attention to detail
Excellent analytical and evaluation skills
Good IT skills
Excellent communication skills
Practical knowledge of financial planning, pensions, investments, wealth, management, life assurance, tax matters and corporate financial advice
Excel and Word
Previous experience in an IFA firm is essential
Experienced sales support with minimum of 2 years’ experience and wishing to progress to a Trainee Paraplanner, with the end goal of becoming a fully competent Paraplanner
Working toward Diploma Level 4.
Full Diploma in Financial Planning will need to be completed to move into a full Paraplanner role
If you are interested in this position, please email your CV to email@example.com