Trainee Paraplanner

We have the exciting opportunity for a Trainee Paraplanner to join an established and thriving organisation in the Solihull area. The ideal candidate will be coming from a financial services (IFA) background within an administrative or client support position. There is the potential for further growth & educational support within the financial services sector. If you are looking for the next opportunity to further your career this could be the perfect opportunity. This role is office based you must have your own transport due to location. Competitive salary of £30-35,000 per annum available depending on experience.
 
Key duties and responsibilities:
 

• Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
• Exposure to investments, pensions, tax planning and protection cases.
• Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
• Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.
• Coordinate the issuance of client advice, correspondence, and enclosures, ensuring accuracy and timeliness
• Manage the end-to-end process of new business cases, ensuring a seamless journey to completion
• Work with various platform sites to manage client data and transactions efficiently
• Draft suitability reports tailored to client-specific needs and objectives

 
Key Skills and Experience required:

• Financial services experience within independent financial advise required.
• Strong Customer Service and Administration experience with an excellent attention to detail.
• Strong IT skills with the ability to use Microsoft Office proficiently.
• Must be able to drive with own transport, this role is office based with the potential for 1-2 days WFH following probation.

 
 
If you feel you have the relevant skills and experience for this position please click APPLY or send your CV to Sarah.E.Clarke@pertemps.co.uk