Trainee Paraplanner

1 month ago

Dorking Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Junior Paraplanner (2) - Dorking
Junior Paraplanner (2) - Dorking
Our client is looking for a Trainee Paraplanner to join their team. Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
Review asset allocation for any investment/pension holdings
Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source providing clear research of the advice provided.
Successful completion of all relevant exams as agreed throughout your training plan.
Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.
Previous experience of working in similar role within financial services.
Practical application of technical financial knowledge within career.
Previous data research and report writing experience within financial services.
Strong experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
Flexible and proactive approach to getting the job done.
Good understanding of the Financial Planning process.
Excellent planning and organisational skills.   
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