Our client is looking for a Trainee 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, covers 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 previous experience of working in a paraplanning role (2 years IFA/finance experience for trainee role). - Must have excellent customer-care skills. - Will need a 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