TRAINEE PARAPLANNER

I am working with a client that has current vacancy for Trainee paraplanner to work in a team paraplanners. This role does come with opportunity to grow into a paraplanner of the candidate has career goals to move into Paraplanning.

The role duties:

· Conduct comprehensive financial analysis to assist in the development of financial plans

· Use financial planning software to model various scenarios and projections.

· Prepare and review investment proposals and reports for clients.

· Collaborate with advisors to develop and implement customized financial strategies.

• Overseeing Letters of Authority (LOAs) and managing the transfer process.


• Maintaining and updating client records accurately within Planner CRM.


• Coordinating and preparing paperwork for annual review meetings.

Diploma Level 4 or 1\-2 exams away. ( less maybe considered )
\- Proven experience in a similar role
\- Strong knowledge of Financial Service products, principles and practices
\- Proficient in using financial software and tools
\- Excellent attention to detail and accuracy
\- Strong analytical and problem\-solving skills
\- Ability to work independently and as part of a team
\- Excellent communication and interpersonal skills

Job Type: Full\-time

Pay: £30,000\.00\-£40,000\.00 per year

Benefits:

• Company pension

• Reigate, Surrey: reliably commute or plan to relocate before starting work (required)

• PENSION: 2 years (required)

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