Trainee Paraplanner - Farnborough

Social network you want to login/join with: Trainee Paraplanner – Farnborough, Farnborough col-narrow-left Client: Location: Farnborough, United Kingdom Job Category: Other – EU work permit required: Yes col-narrow-right Job Reference: e8268dac63db Job Views: 6 Posted: 02.06.2025 Expiry Date: 17.07.2025 col-wide Job Description: Trainee Paraplanner – Farnborough Our client is looking for a Trainee Paraplanner to join their team in Farnborough. Key responsibilities: To review and quality check Private Client fact finds to ensure the information provided allows you to conduct fund and product research, in preparation of drafting the report. To set down holistic financial planning advice for each client using the information provided to draft a recommendation report. To build upon own knowledge and expertise to construct and draft advice reports where this falls outside of the standard reports, preparing a report for sign off by the Adviser. To collate all documentation to support the recommendations. Meet set individual targets for productivity and quality. Update internal systems with case progress so this can be tracked to new business receipt. Ensure all record keeping is maintained on back office systems ensuring documents are imported or scanned in a timely manner to support the recommendation. Liaise with Business Support staff where administrative support is required at pre-sales. Experience and Skills: Planning & Organising Resilience Technical Knowledge Excellent analytical and evaluation skills Analytical skills Practical knowledge of financial planning, pensions, investments, wealth, management, life assurance, tax matters and corporate financial advice Excel and Word Previous experience in an IFA firm is essential Experienced sales support with minimum of 2 years’ experience and wishing to progress to a Trainee Paraplanner, with the end goal of becoming a fully competent Paraplanner Working toward Diploma Level 4. Full Diploma in Financial Planning will need to be completed to move into a full Paraplanner role #J-18808-Ljbffr