Trainee Paraplanner

Trainee Paraplanner 

Great opportunity for a Trainee Paraplanner with a Independant IFA firm which invests in their people. They actively support professional qualifications, encourage continuous development and offer genuine long-term career progression within a collaborative and technically focused environment. Whether you're looking to continue developing as a Paraplanner or progress towards becoming a Financial Adviser, this is a business that genuinely invests in its people.

Duties will include:

• Responsible for providing support to the paraplanners within the team.
• Receiving and acting on instructions from advisers and paraplanners following client meetings.
• Maintaining accurate records using our internal back office system. 
• Creating and producing suitability letters and reports in line with the Paraplanning training progam.
• Analysing data and using research tools to provide solutions to meet client needs and objectives.
• Providing records to support research undertaken.
• Obtaining illustrations and product information from providers
• Liaising with clients and product providers on outstanding documents and queries. 
• Ensuring all client files are compliant on an ongoing basis

You must have:

• At least 2 years’ experience working for a financial planning organisation.
• Experience of using computer based management systems including platform providers.
• Working towards achieving the ‘ Diploma in Regulated Advice’ qualification

By proceeding with this application, you are consenting to Thrive by Chorni Limited’s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us

Thrive by Chorni Limited acts as a recruitment agency.