Our client is looking for a Trainee Paraplanner/ IFA Paraplanner to join their Feering office. You will be providing support to the team of IFAs.
Key Responsibilities:
* To write suitability reports for clients of the firm’s IFAs.
* Reports are often of a technical nature.
* To conduct whole of market research via Adviser
* Office/Intelliflo, FE Analytics, Synaptic Comparator, O&M Pension Profiler, Assureweb etc.
* Administrative Duties as and when required – Application Forms, Illustrations, cover letters, etc
* Peer Checks
* Platform work – wizards, setting clients up and arranging payments
* Ensuring clients are correctly invested every time.
Skills and Experience:
* Minimum Level 4 qualified and ideally en route to Chartered status. Trainees will be willing to work towards Level 4 qualifications.
* Must have at least two years of previous experience working in a paraplanning role (2 years IFA/finance experience for trainee role).
* Must have excellent customer care skills.
* You will need sound knowledge of Microsoft Office applications and preferably knowledge of Adviser Office and/or Intelliflo, The Exchange, and insurance company online applications.
* Must have an excellent command of English and Maths.
* Must be able to work under own initiative, and to undertake a variety of tasks by prioritising work effectively.
* Highly organised
* PC skills
* Confident telephone manner and good communication skills at all levels.