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Trainee Paraplanner

A Team Recruitment EA Limited
Job LocationColchester
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Trainee Paraplanner for our very well-established Colchester-based IFA company. As a trainee paraplanner, you will receive full training from their dedicated team to become Paraplanner and ideally will already possess CII level 4 diploma in regulated financialplanning. This is a demanding role, you will need to be self-motivated, have a keen desire to progress your career in financial services and study toward further industry qualifications and must possess some experience in financial services. This role of traineeparaplanner is an ideal opportunity for someone seeking career progression within the Financial Services Industry.The Role

  • Providing support to Financial Planning Managers in research and analysis to meet client needs and objectives
  • Researching investment funds
  • Tax calculations
  • Processing new business, fact find and attitude to risk results and general client administration as required
  • Undertake product and provider research
  • Database creation and management
  • Preparing necessary paperwork and application forms for client meetings
  • Obtaining Illustrations and quotations from Platform providers and Insurance companies
  • Communicating with product providers on case progress.
  • Dealing effectively with queries from client and other parties, both over the telephone and email, through effective communication.
The Person
  • Essential to have some experience in financial services
  • Ideally possess CII Level 4 Diploma in Regulated Financial Planning.
  • Excellent attention to detail
  • desire to progress your career in financial services and study toward further industry qualifications.
  • Exceptional communication and interpersonal skills
  • Self-motivated and able to multi-task, prioritise and work under pressure
  • Be competent in the use of Microsoft Excel, Word and Outlook.
Benefits to you
  • Competitive starting salary dependant on experience
  • Working hours Monday to Friday 9-5.30pm
  • Holiday 25 days plus bank holidays
  • Opportunity to progress in your career in the financial services industry
  • Lovely working environment
If you have not heard back from us within 10 days your application has been unsuccessful.

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