Trainee Paraplanner Job Description Template
Our company is looking for a Trainee Paraplanner to join our team.
Responsibilities:
- Provide technical support and back up to the Financial Consultant;
- To conduct group scheme meetings with clients referred by the Company in an effective and efficient manner;
- Preparing of illustrations, key feature documents and all other information to meet compliance and support the advice process;
- Producing detailed reports;
- Creating client portfolios;
- Process new business and track to completion;
- Gathering and analyzing data;
- Remaining compliant at all times;
- Create illustrations in line with Adviser recommendations;
- Preparation of illustrations and key documents;
- Statistical analysis;
- Conducting research and write suitability reports and letters on a number of subjects in accordance with company and compliance guidelines;
- Perform critical yield calculations to determine plan viability;
- Obtaining relevant research relating to proposed advice;
- Dealing with client queries.
Requirements:
- Experience working in financial services administration for an IFA practice;
- Familiarity with back office software;
- Good communication skills and telephone manner;
- Familiarity with MS Office, particularly Word, Excel and Outlook;
- Ability to manage own workload;
- Strong team player with a can-do attitude towards the daily challenges of a busy Practice;
- Able to work under pressure to meet specific time deadlines;
- Desire and commitment to progress personally within Financial Services;
- Articulate, numerate and able to maintain the highest degree of integrity and confidentiality;
- Previous experience of working within Professional or Financial Services sector;
- Excellent attention to detail and strong technical skills.