Trainee Paraplanner

www.topfinancialjobs.co.uk - Jobboard; Kidderminster; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established firm in the financial sector is seeking a Trainee Paraplanner to join their vibrant team. This role offers an exciting opportunity to support Consultants by drafting reports, conducting product research, and ensuring compliance with guidelines. The company is known for its commitment to integrity and superior client service, providing a supportive environment that encourages teamwork and professional growth. With a clear career path and a competitive salary, this position is perfect for a self-motivated individual passionate about delivering high levels of client care.

Benefits

Clear career path

Market-leading salary

Benefits package

Teamwork environment

Qualifications

• Experience in Financial Services is essential.
• Strong administrative support skills with attention to detail.

Responsibilities

• Provide high-quality support to Consultants and draft reports.
• Assist in client advice and conduct product research.

Skills

Administrative Support

Communication Skills

Attention to Detail

Time Management

Teamwork

Education

CII Level 4 qualifications

Tools

IRESS

FE Analytics

Intelligent Office

Volume

Job description

Our Client, an established firm of Independent Financial Advisers, is known for their excellent reputation based on integrity and for providing superior service to their Clients. As a result of ongoing growth, a new opportunity has arisen for a Trainee Paraplanner to join their vibrant and expanding team.

Our Client rewards staff for their commitment, offering a clear career path, a market-leading salary, benefits package, and an environment that encourages teamwork and knowledge sharing.

Responsibilities

1. Provide high-quality support to Consultants
2. Draft technical suitability reports in accordance with compliance guidelines
3. Assist Consultants in producing and issuing client advice, including liaising with product providers and conducting product research
4. Prepare and issue client reviews, obtaining product-specific information such as switch fees, available funds, and charges
5. Work with FE analytics
6. Utilize IRESS for quotes and protection case preparation
7. Coordinate the issuance of client advice, correspondence, and enclosures
8. Process new business through to conclusion
9. Work with platform sites
10. Complete replacement business forms and gather information from providers
11. Produce quotes and relevant application paperwork via external provider platforms
12. Ensure all case paperwork is signed and complete, including suitability reports, fact finds, quotes, application forms, and other documents
13. Process high-risk business (ad hoc), such as BED/ISA, top-up, fund switches, contribution changes, and withdrawals
14. Produce post-investment valuations
15. Use back-office systems (Intelligent Office & Volume) for accurate record keeping, client file updates, and document scanning
16. Serve as the IFA point of contact for queries related to cases, both pre- and post-submission

Requirements

1. Previous experience in the Financial Services industry
2. A proven track record in providing high-quality administrative support
3. Working towards CII Level 4 qualifications (desirable)
4. Excellent verbal and written communication skills
5. Ability to manage time effectively and meet strict deadlines
6. Exceptional attention to detail
7. Strong team player
8. A self-motivated, driven, passionate individual committed to delivering high levels of client care and pride in their work

For more information, please contact one of our specialist consultants quoting NJR15733.