Trainee Paraplanner

the office Monday – Friday 9am - 5pm
They already have a team of trainee Advisers and will require a Paraplanner to support
Fundamental Activities:·        Collating of client data to provide a detailed client overview.
·        Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.
·        Use of risk profiling and fund analysis tools to provide detailed analysis of clients’ holdings, performance, risk, diversification, and reduction in yield.
·        Use of Cashflow modelling tools to provide detailed analysis of retirement planning and income options.
·        Ad Hoc project work as and when required in order to comply and stay ahead of legislation and FCA regulations.
·        Knowledge:•       You will ideally hold or be working towards a Level 4 qualification in Financial Services.
•       You must have relevant and appropriate professional experience in a similar role to be considered for this position.
Skills:•       Ability to create, analyse and interpret data, which includes both hard and soft facts, to facilitate a detailed advice process.
•       High level of IT competency including the ability to effectively use a variety of software.
•       Confidence to direct the administration function and to present ideas to advisers and the senior management team.
A competitive salary commensurate with qualifications & experience, starting from £30,000
Health Cash Plan, Employee Assistance Program, Death in Service, Discounts
Holidays: 25 days plus bank holidays