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Trainee Paraplanner

Job LocationNottinghamshire
EducationNot Mentioned
Salary£24,000 - £26,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.They currently have an opportunity for a Trainee Paraplanner to join either of their offices due to expansion.In this role you will be responsible for providing excellent service to the firms Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the clients financial objectives.This role is ideal for someone who has started studying towards their Level 4 Diploma and/or looking to for the opportunity to learn and develop in to a Paraplanner role.Training and Technical Knowledge• Following your Trainee Paraplanner Training Plan; undertake regular training sessions with Paraplanners, Client Service Manager and Business Quality, as well as seek out opportunities for further development.• Successful completion of all relevant exams as agreed throughout your training plan.• Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.• Successfully undertake company quarterly testsReport Writing & Research

  • Provide an excellent report writing service to the Fidelius Paraplanning Team, delivering within known service standards and time recording all activity.
  • Understand client objectives and what information/advice is required prior to commencing work on preparing letters/Financial Plans using templated documents.
  • Produce letters/Financial Plans to a high standard and submit to Financial Planners.
  • Work along aside the Paraplanning Team with other activities including, but not limited to;
  • Preparation of transactional templated letters, such as pension/ISA tops up and withdrawal letters
  • Liaising with and obtaining fees and charges from providers on specific products,
  • Obtaining and completing application forms,
  • Obtaining policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
Essential skills:• Previous experience of working in an administrative role within financial services• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.Desirable:• Previous experience of working in similar role within financial services• Experience of working in a small to medium sized financial services environment• Experience of working in an environment of significant changeThis is an excellent opportunity, so for more information or a confidential chat get in touch with Sarah Walker.

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