Trainee Paraplanner - Colchester

TN United Kingdom; Colchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Trainee Paraplanner to join their dynamic team in Colchester. This role is ideal for someone on their journey to becoming a fully qualified Paraplanner, offering the opportunity to gain hands-on experience in financial analysis and client service. You will conduct thorough research on investment options, prepare detailed financial plans, and collaborate with product providers to ensure optimal client outcomes. With a strong focus on professional development, this position encourages continuous learning through webinars and training sessions. If you're passionate about finance and eager to grow your career, this role is perfect for you.

Qualifications

• Halfway to being Diploma qualified in Financial Services.
• Previous experience in financial services is preferred.

Responsibilities

• Conduct research and analysis of investment funds and financial products.
• Prepare financial plans and cashflow forecasts for clients.

Skills

Financial Analysis

Research Skills

Communication Skills

Customer Service

Team Working

Microsoft Office

Education

Diploma in Financial Services

Tools

FE Analytics

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

Social network you want to login/join with:

Trainee Paraplanner - Colchester, Colchester

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Client:

Location:

Colchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1de7039ee3a5

Job Views:

4

Posted:

02.05.2025

Expiry Date:

16.06.2025

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Job Description:

Trainee Paraplanner - Colchester

Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner.

Key Responsibilities:

• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Conduct fund research using FE Analytics where appropriate.
• Review asset allocation for any investment/pension holdings
• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
• Preparation of fund switch and encashment letters according to advice provided.
• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.
• Liaise with Product Providers / Third Parties regarding any technical queries
• Team Working
• Accurately complete new business sheets to be handed over to the PA.
• Successful completion of all relevant exams as agreed throughout your training plan.
• Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.
  
  
• Previous experience of working in similar role within financial services.
• Practical application of technical financial knowledge within career.
• Previous data research and report writing experience within financial services.
• Strong experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Professional with a proven strong customer focus approach to getting the best outcome for the client and the business.
• Flexible and proactive approach to getting the job done.
• Working towards becoming full Diploma qualified
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills – providing an excellent service to the adviser and client.
• Excellent planning and organisational skills.