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Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.They currently have an opportunity for a Trainee Paraplanner to join either of their offices due to expansion.
The role - you will be involved in report writing within the Paraplanning Team, producing quality documents which provide clear information/advice to clients, based on their financial needs and objectives. This role is ideal for candidates who have started studying towards their Level 4 Diploma and are looking for the opportunity to learn and develop with the scope to progress into a Junior Paraplanner within 18 months.
Key Tasks
Report Writing & Research
Provide an excellent report writing service to the Paraplanning Team, delivering within known service standards and time recording all activity.
Understand client objectives and what information/advice is required prior to commencing work on preparing letters/Financial Plans using templated documents.
Produce letters/Financial Plans to a high standard and submit to Financial Planners.
Work along aside the Paraplanning Team with other activities including, but not limited to;
o Preparation of transactional templated letters, such as pension/ISA tops up and withdrawal letters
o Liaising with and obtaining fees and charges from providers on specific products,
o Obtaining and completing application forms,
o Obtaining policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources.
Team Working
• Build strong working relationships with all colleagues across the business.
• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met.
• Provide absence cover for colleagues.
• Undertake project work and additional duties as and when required.
Training and Technical Knowledge
• Following your Trainee Paraplanner Training Plan; undertake regular training sessions with Paraplanners, Client Service Manager and Business Quality, as well as seek out opportunities for further development.
• Successful completion of all relevant exams as agreed throughout your training plan.
• Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.
• Successfully undertake company quarterly tests.
Skills & Qualifications:
• Previous experience of working in administration support role within financial services,• Strong interpersonal skills, both written and verbal communication.• Customer service skills – providing an excellent service to the adviser and client.• Excellent planning and organisational skills.
