Trainee paraplanner Work, Jobs in Farnborough, Ham (with Salaries)

TRAINEE PARAPLANNER
PPSL —Reigate
- £30,000 - £40,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
Quick apply
3d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply
9h
IFA Administrator/ Trainee paraplanner
PPSL —Epsom
- £30,000 - £45,000 a year
- Full-time
- CRM software
- Analysis skills
- Organisational skills
- Profit sharing
- Sick pay
Quick apply
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office

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TRAINEE PARAPLANNER

PPSL
Reigate

Quick apply

Job details

Full-time
£30,000 - £40,000 a year
3 days ago

Benefits

Company pension

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services
Communication skills

Full job description

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:

Company pension

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

Quick apply

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trainee paraplanner jobs in farnborough, ham

TRAINEE PARAPLANNER

Administrator/Paraplanner/Trainee Paraplanner

IFA Administrator/ Trainee paraplanner

Paraplanner

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