Posted: | 01/05/24 | |
Recruiter: | Reed | |
Reference: | 2753069816 | |
Type: | Permanent | |
Salary: | £25,000 - £28,000 Annual | |
Location: | Bath | |
Description: | 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. | |