Trainee / Junior Paraplanner - Chelmsford
4 weeks ago
Type of Position: Trainee / Junior Paraplanner - Chelmsford
Pay: £25k - £30k
Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner.
Key Responsibilities:
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
- Conduct fund research using FE Analytics where appropriate.
- 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.
- Preparation of fund switch and encashment letters according to advice provided.
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source providing clear research of the advice provided.
- Liaise with Product Providers / Third Parties regarding any technical queries
- Team Working
- Accurately complete new business sheets to be handed over to the PA.
- 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.
- Professional with a proven strong customer focus approach to getting the best outcome for the client and the business.
- Flexible and proactive approach to getting the job done.
- Working towards becoming full Diploma qualified
- Good understanding of the Financial Planning process.
- Strong interpersonal skills, both written and verbal communication.
- Customer service skills – providing an excellent service to the adviser and client.
- Excellent planning and organisational skills.
-
Trainee Paraplanner
4 weeks ago
Chelmsford, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Trainee / Junior Paraplanner - Chelmsford Trainee / Junior Paraplanner - Chelmsford 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 ...
-
Trainee Teacher in Chelmsford)
3 days ago
Chelmsford, Essex, United Kingdom Academics Full timeTrainee Teacher - Chelmsford, Essex Are you a dedicated and enthusiastic individual looking to embark on a rewarding career in education? We are seeking passionate Trainee Teachers to join primary schools in Chelmsford and make a positive impact on the lives of students. ** £83 - £100 per day ** Trainee Teacher...
-
Junior Paraplanner to Parapl Supervisor
24 hours ago
Chelmsford, United Kingdom Financial Divisions Full timeAn excellent opportunity has risen for an established Independent financial Firm based practice in Essex. They provide high-quality financial and investment planning service across the whole market. Due to expansion and internal promotions, my client is looking to take on a Junior Paraplanner position. They are looking for someone who is flexible and...
-
Paraplanner
1 month ago
Chelmsford, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Paraplanner** **Location: Chelmsford** **Salary: £30,000 - £40,000** **The Company**: We are working on a brand-new position with an Independent Financial Planning business in Chelmsford who are searching to add an additional member to the Paraplanning department helping with the provision of Financial Advice to valued clients. This is an...
-
Technical Paraplanner
4 weeks ago
Chelmsford, United Kingdom Blakemore Recruitment Full timeA fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a small, highly professional IFA business in Chelmsford Essex. You will provide technical support to the adviser on a one-on-one basis as well as dealing with any communications from clients whether in writing or by telephone. Carrying out...
-
Trainee Teacher
2 days ago
Chelmsford, United Kingdom Academics Ltd Full timeTrainee Teacher - Chelmsford, Essex Are you a dedicated and enthusiastic individual looking to embark on a rewarding career in education? We are seeking passionate Trainee Teachers to join primary schools in Chelmsford and make a positive impact on the lives of students. ** £83 - £100 per day ** Trainee Teacher ** Chelmsford, Essex ** May 2024 **...
-
Trainee Teacher
2 days ago
Chelmsford, United Kingdom Academics Ltd Full timeTrainee Teacher - Chelmsford, Essex Are you a dedicated and enthusiastic individual looking to embark on a rewarding career in education?We are seeking passionate Trainee Teachers to join primary schools in Chelmsford and make a positive impact on the lives of students.** £83 - £100 per day** Trainee Teacher** Chelmsford, Essex** May 2024** Monday-...
-
Trainee Teacher
3 weeks ago
Chelmsford, United Kingdom Academics Full timeTrainee Teacher - Chelmsford, Essex Are you a dedicated and enthusiastic individual looking to embark on a rewarding career in education?We are seeking passionate Trainee Teachers to join primary schools in Chelmsford and make a positive impact on the lives of students. ** £83 - £100 per day** Trainee Teacher** Chelmsford, Essex** May 2024** Monday-...
-
Trainee Recruitment Consultant
2 weeks ago
Chelmsford, United Kingdom Academics Full timeTrainee Recruitment Consultant - EducationExcellent earning potential and full training provided£25k to £30k basic plus uncapped commissionChelmsfordWe are one of the leading education recruitment consultancies in the UK, with over 100 recruitment consultants across the UK - as part of our expanding business, we are looking to add a Trainee Recruitment...
-
Management Trainee
1 month ago
Chelmsford, United Kingdom Capital Construction Products Ltd Full time_**Have you just finished your A’ Levels and are looking for a career with a bright future? We may have the answer just for you!**_ Capital Construction Products Ltd are a specialist manufacturer/distributor. Based in Chelmsford, Essex, Capital is the fastest growing business in their sector, supplying construction materials to RC frame and groundwork...
-
Trainee Intake July 2024
2 days ago
Chelmsford, United Kingdom LSL Property Services Plc Full timeJob Locations UK-Chelmsford Job Profile July 2024 Trainee Residential Surveyor Programme Trading since 1989, is the UK’s largest and leading provider of residential valuation and property risk services. Employing over 600 RICS-registered surveyors across England, Wales, Scotland and Northern Ireland, completes the equivalent of one...
-
Trainee Claims Administrator
4 weeks ago
Chelmsford, Essex, United Kingdom The Recruiter Ltd Full timeTrainee Claims Administrator Location: Chelmsford, Essex Job Type: Permanent Ref: SJP220613 We are actively recruiting for a Claims Administrator for a National Insurance Property Claims Specialist based in Chelmsford. This is a support position to the Claims Handlers, which entails entering claims from first notification. Supporting that Claim through...
-
Junior Health and Safety Officer
4 weeks ago
Chelmsford, United Kingdom Pertemps Network Group Full time**Job Description**: **Junior Health And Safety officer - Chelmsford - £28,000** RGB Network is currently working with a fire & security specialist client who has been running for over 25 years, they work with a wide array of commercial clients across London & Home counties. Due to sheer growth, they are seeking a junior health and safety officer to join...
-
Trainee Recruitment Consultant
2 days ago
Chelmsford, United Kingdom Academics Ltd Full timeTrainee Recruitment Consultant - Education Excellent earning potential and full training provided £25k to £30k basic plus uncapped commission Chelmsford We are one of the leading education recruitment consultancies in the UK, with over 100 recruitment consultants across the UK - as part of our expanding business, we are looking to add a Trainee...
-
Trainee Recruitment Consultant
2 days ago
Chelmsford, United Kingdom Academics Ltd Full timeTrainee Recruitment Consultant - EducationExcellent earning potential and full training provided£25k to £30k basic plus uncapped commissionChelmsfordWe are one of the leading education recruitment consultancies in the UK, with over 100 recruitment consultants across the UK - as part of our expanding business, we are looking to add a Trainee Recruitment...
-
Office Junior
2 days ago
Chelmsford, United Kingdom Dold Industries LTD Full time**About us** Dold Industries LTD is a medium business in Chelmsford. We are professional, agile, innovative, and our goal is to Keep people safe through compliant safety rated electronic components. Our work environment includes: - Modern office setting - Growth opportunities We are looking for a professional and detail-oriented Junior Office...
-
Junior Tax Consultant M&A
2 weeks ago
Chelmsford, Essex, United Kingdom Austin Rose Associates Limited Full timeCorporate tax, Compliance assignments * Benefits: 24 days holiday, Flexible working hours Are you a Corporate Tax Assistant/Semi seeking a new role with a Top 10 firm in Chelmsford? With 5,000 staff operating from over 30 UK based offices, they have a global reach, offering their staff overseas secondment opportunities and exposure to an...
-
Junior Estimator
1 month ago
Chelmsford, United Kingdom Hunter Mason Full time**Junior Estimator - Groundworks** **Company**: Groundwork Specialist **Location**: Chelmsford, Essex Groundwork. is a leading groundworks company based in Chelmsford, Essex, specialising in delivering high-quality services to our clients. They are currently seeking a motivated and detail-oriented individual to join their team as a Junior...
-
Trainee Recruitment Consultant
1 day ago
Chelmsford, United Kingdom Academics Full timeTrainee Recruitment Consultant - Education Excellent earning potential and full training provided £25k to £30k basic plus uncapped commission Chelmsford We are one of the leading education recruitment consultancies in the UK, with over 100 recruitment consultants across the UK - as part of our expanding business, we are looking to add a Trainee Recruitment...
-
Trainee Recruitment Consultant
5 hours ago
Chelmsford, United Kingdom ACADEMICS Full timeTrainee Recruitment Consultant - EducationExcellent earning potential and full training provided£25k to £30k basic plus uncapped commissionChelmsford We are one of the leading education recruitment consultancies in the UK, with over 100 recruitment consultants across the UK - as part of our expanding business, we are looking to add a Trainee Recruitment...