Our client is looking for a Trainee Paraplanner to join their Feering office. You will be providing support to the team of IFAs. Paraplanner Key Responsibilities: To write suitability reports for clients of the firm’s IFAs. Reports are often of a technical nature. To conduct the 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 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 initiative and undertake a variety of tasks by prioritising work effectively. Highly organised PC skills Confident telephone manner and good communication skills at all levels