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Trainee Financial Planning Technician

  • Salary: £19000.00 - £25000.00 per annum
  • Location: Worcestershire
  • Sector: Administration, Paraplanner
  • Job type: Permanent
  • Date posted:
    22 Aug 2017
  • Job reference: 28334
Large IFA practice who have been growing through acquisition currently looking to bring in a Trainee Paraplanner who is currently within a Financial Administration role and looking for thier step into Paraplanning.

• Requesting and checking information and quotations from companies and trustees
• Collating and analysis of data in excel spreadsheets and other data collection services
• Preparation of full New Business Investment Reports and other reports as directed
• Request, prepare and interpret complex pension information under direction, with a view to completing analysis for pension switching and occupational pension transfers.
• Assisting FPT, SFPT and AET in the completion of their duties
• Answering the telephone and speaking to clients and IFA’s in providing solutions or redirecting
• Production and upkeep of suitability templates as directed
• Provision and checking of chargeable gain, Capital Gains Tax, Income Tax and other financial computations under direction

To be successful you will ideally have:-
• Obtained the Certificate in Financial Planning
• Commitment to progress in studies to complete Diploma in Financial Planning
• A good understanding of the financial planning process
• Excellent written and numerical skills

If successful you will be rewarded with:-

* Salary upto £25,000
* Company Benefits
* 30 days holiday
* Flexible working hours
* Free onsite parking
* Salary increase for every exam passed

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Our clients include: