Trainee Paraplanner

IDEX Consulting; Chorley; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning firm in Chorley is seeking a Trainee Paraplanner to interpret client needs and prepare Financial Planning Reports. The ideal candidate is pursuing a Level 4 diploma and has strong communication and computer skills. This role offers competitive salary and benefits including 28 days holiday and supported learning opportunities.

Benefits

Competitive salary

28 days holidays (plus Bank holidays)

Supported learning and development

Work Place Pension

Exam and study leave

Staff spot bonus (monthly nominations)

Employee Assistance Programme

Qualifications

• Proficient in computer skills including Outlook, Word, Excel, PowerPoint.
• Strong commitment to high professional ethical standards.
• Experience working under supervision and within a team.

Responsibilities

• Interpret client files to create Financial Planning Reports.
• Conduct research to identify suitable financial products.
• Prepare reports within agreed timescales.
• Ensure data is accurate and regularly updated.

Skills

Understanding of UK financial regulatory framework

Good communication skills

Good computer skills

High level of attention to detail

Ability to work within a team

Ability to multitask

Education

Working towards Regulated Diploma in Financial Planning (Level 4)

Tools

Outlook

Word

Excel

PowerPoint

Job description

My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley.

About the role

• To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report
• To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs
• To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning
• To liaise with the Compliance Team in regard to work that requires pre-sale authorisation
• To prepare the report within an agreed timescale
• To ensure that the Financial Planning Reports are accurate in regard to spelling and composition
• To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log)
• Commit to a Personal Development Plan and maintain all standards of performance as required by the firm

About you

• Working towards Regulated Diploma in Financial Planning
  (Level 4)
• Understanding of UK financial regulatory framework and legislation
• Good communication skills, both written and verbal
• Good computer skills, proficient in Outlook, Word, Excel and PowerPoint
• Good interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner
• High level of attention to detail
• A demonstrated commitment to high professional ethical standards and a diverse workplace
• Ability to work within a team
• Ability to progress under the supervision of the Technical Team Leader
• Ability to multitask and prioritise work effectively
• Capable of operating in a fast paced and challenging environment

Main benefits:

• Competitive salary
• 28 days holidays (plus Bank holidays)
• Supported learning and development
• 1 hour early finish Fridays along with Friday dress down
• Work Place Pension
• Exam and study leave
• Staff spot bonus (monthly nominations)
• Employee Assistance Programme

For more information please contact Graeme Hyland on 07896 933622 or email [e-mail]

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.