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 graeme.hyland@idexconsulting.com
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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.
