Trainee Paraplanner

Trainee Paraplanner Great opportunity for a Trainee Paraplanner with a Independant IFA firm which invests in their people. They actively support professional qualifications, encourage continuous development and offer genuine long-term career progression within a collaborative and technically focused environment. Whether you're looking to continue developing as a Paraplanner or progress towards becoming a Financial Adviser, this is a business that genuinely invests in its people. Duties will include: * Responsible for providing support to the paraplanners within the team. * Receiving and acting on instructions from advisers and paraplanners following client meetings. * Maintaining accurate records using our internal back office system. * Creating and producing suitability letters and reports in line with the Paraplanning training progam. * Analysing data and using research tools to provide solutions to meet client needs and objectives. * Providing records to support research undertaken. * Obtaining illustrations and product information from providers * Liaising with clients and product providers on outstanding documents and queries. * Ensuring all client files are compliant on an ongoing basis You must have: * At least 2 years’ experience working for a financial planning organisation. * Experience of using computer based management systems including platform providers. * W...