Trainee Paraplanner - Colchester, United Kingdom - A Team Recruitment EA Limited

A Team Recruitment EA Limited

Verified Company

Colchester, United Kingdom

2 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Trainee Paraplanner for our very well-established Colchester based IFA company.

As trainee paraplanner, you will receive full training from their dedicated team to become Paraplanner and ideally will already possess a CII level 4 diploma in regulated financialplanning.

This is a demanding role, you will need to be self-motivated, have a keen desire to progress your career in financial services and study toward further industry qualifications, and must possess some experience in financial services.

This role of trainee paraplanner is an ideal opportunity for someone seeking career progression within the Financial Services Industry.

The Role

Providing support to Financial Planning Managers in research and analysis to meet client needs and objectives.
Researching investment funds
Tax calculations.
Processing new business, fact find, and attitude to risk results and general client administration as required.
Undertake product and provider research.
Database creation and management.
Obtaining Illustrations and quotations from Platform providers and Insurance companies.
Communicating with product providers on case progress.

The Person

Essential to have some experience in financial services
Ideally possess CII Level 4 Diploma in Regulated Financial Planning.
Excellent attention to detail
Desire to progress your career in financial services and study toward further industry qualifications.
Exceptional communication and interpersonal skills
Selfmotivated and able to multitask, prioritise and work under pressure
Be competent in the use of Microsoft Excel, Word and Outlook.

Benefits to you