Trainee / Junior Paraplanner - Chelmsford

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Job Reference:

be6743aa5d61

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5

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Trainee / Junior Paraplanner – Chelmsford

Our client is looking for a Trainee Paraplanner to join their team. This role is suitable for an individual who is halfway to achieving Diploma qualification and is working towards becoming a fully qualified Paraplanner.

Key Responsibilities:

• Provide research and analysis of investment funds and financial products, considering client objectives.
• Conduct fund research using FE Analytics where appropriate.
• Review asset allocation for investment and pension holdings.
• Complete financial cashflow forecasts to demonstrate the client\’s current and future financial position.
• Prepare Financial Plans outlining the current position, future goals, and steps to achieve them.
• Prepare fund switch and encashment letters based on advice provided.
• Obtain applications, key features documents, factsheets, illustrations, and product comparison quotes from appropriate sources, ensuring clear research of advice.
• Liaise with Product Providers / Third Parties regarding technical queries.
• Work effectively within a team.
• Accurately complete new business sheets for handover to the PA.
• Successfully complete all relevant exams as per the training plan.
• Regularly update and maintain industry and product knowledge through webinars, seminars, and training sessions.

Qualifications and Experience:

• Previous experience in a similar role within financial services.
• Practical application of technical financial knowledge.
• Experience in data research and report writing within financial services.
• Strong proficiency in Microsoft Office products (Word, Excel, Outlook, PowerPoint).
• Professional approach with a strong customer focus for optimal outcomes.
• Flexible and proactive attitude.
• Working towards full Diploma qualification.
• Good understanding of the Financial Planning process.
• Strong interpersonal, written, and verbal communication skills.
• Excellent planning and organizational skills.

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