I am working with a client that has current vacancy for Trainee paraplanner to work in a team paraplanners. This role does come with opportunity to grow into a paraplanner of the candidate has career goals to move into Paraplanning.
The role duties:
· Conduct comprehensive financial analysis to assist in the development of financial plans
· Use financial planning software to model various scenarios and projections.
· Prepare and review investment proposals and reports for clients.
· Collaborate with advisors to develop and implement customized financial strategies.
- Overseeing Letters of Authority (LOAs) and managing the transfer process.
- Maintaining and updating client records accurately within Planner CRM.
- Coordinating and preparing paperwork for annual review meetings.
Experience:
Diploma Level 4 or 1-2 exams away. ( less maybe considered )
- Proven experience in a similar role
- Strong knowledge of Financial Service products, principles and practices
- Proficient in using financial software and tools
- Excellent attention to detail and accuracy
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
Job Type: Full-time
Pay: £30,000.00-£40,000.00 per year
Benefits:
Ability to commute/relocate:
- Reigate, Surrey: reliably commute or plan to relocate before starting work (required)
Experience:
- PENSION: 2 years (required)
Work Location: In person
