Trainee Paraplanner / IFA Paraplanner - Feering

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

Job summary

An established industry player is seeking a Trainee Paraplanner to join their Feering office. In this role, you will support a team of Independent Financial Advisors (IFAs) by writing suitability reports and conducting market research. The ideal candidate will have a minimum Level 4 qualification and at least two years of experience in a paraplanning role. This position offers an opportunity to grow within a supportive environment while developing your skills in a dynamic financial services setting. If you are organized, have excellent communication skills, and are eager to advance your career, this is the perfect opportunity for you.

Qualifications

• Minimum Level 4 qualified, ideally working towards Chartered status.
• 2 years IFA/finance experience for trainee role.

Responsibilities

• Write suitability reports for clients of the firm’s IFAs.
• Conduct whole of market research via Adviser.

Skills

Level 4 qualification

Customer care skills

Microsoft Office

Knowledge of Adviser Office

Excellent command of English and Maths

Organizational skills

Communication skills

Education

Level 4 qualification

Tools

Adviser Office

Intelliflo

The Exchange

Job description

Client:

Location:

Job Category:

Other

-

EU work permit required:

Yes

Job Reference:

6d246c7de99f

Job Views:

14

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

Trainee Paraplanner / IFA Paraplanner - Feering

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
• Administrative Duties as and when required – Application Forms, Illustrations, covers letters etc
• 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
• Confident telephone manner and good communication skills at all levels

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Created on 26/04/2025 by TN United Kingdom