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Financial Planning Trainee
2 months ago
Avanti Personnel Limited is seeking a highly motivated and detail-oriented individual to join our team as a Trainee Paraplanner. As a Trainee Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional customer service and delivering high-quality financial planning solutions.
Key Responsibilities:- Assist in preparing recommendations and producing suitability reports in line with company policy.
- Collate information and data about clients, ensuring all required compliance documentation is present and correct.
- Work closely with Financial Advisers to discuss client objectives, identify areas for planning, and source solutions suitable to meet client needs.
- Prepare suitability letters, reports, and associated documentation for approval by the Financial Adviser.
- Provide support with administrative functions, including new business processing, client valuations, and management information.
- Contribute to the overarching goal of outstanding customer experience and work well as part of a team.
- GCSE grade C and above in Maths and English.
- Excellent written and oral communication skills, especially spelling and grammar.
- Desirable qualifications include CF6 Mortgage Advice, R01 Financial services, regulation & ethics, and other technical areas.
- Opportunity to work towards Diploma level 4 and chartered status within the remit of the CII professional development.
- Professional development and training to enhance your skills and knowledge in financial planning.
- A supportive and collaborative work environment.
