Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.They currently have an opportunity for a Trainee Paraplanner to join either of their offices due to expansion.

The role - you will be involved in report writing within the Paraplanning Team, producing quality documents which provide clear information/advice to clients, based on their financial needs and objectives. This role is ideal for candidates who have started studying towards their Level 4 Diploma and are looking for the opportunity to learn and develop with the scope to progress into a Junior Paraplanner within 18 months.

Key Tasks

Report Writing & Research

Provide an excellent report writing service to the Paraplanning Team, delivering within known service standards and time recording all activity.

Understand client objectives and what information/advice is required prior to commencing work on preparing letters/Financial Plans using templated documents.

Produce letters/Financial Plans to a high standard and submit to Financial Planners.

Work along aside the Paraplanning Team with other activities including, but not limited to;

o Preparation of transactional templated letters, such as pension/ISA tops up and withdrawal letters

o Liaising with and obtaining fees and charges from providers on specific products,

o Obtaining and completing application forms,

o Obtaining policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources.

Team Working

Build strong working relationships with all colleagues across the business.

Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met.

Provide absence cover for colleagues.

Undertake project work and additional duties as and when required.

Training and Technical Knowledge

Following your Trainee Paraplanner Training Plan; undertake regular training sessions with Paraplanners, Client Service Manager and Business Quality, as well as seek out opportunities for further development.

Successful completion of all relevant exams as agreed throughout your training plan.

Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.

Successfully undertake company quarterly tests.

Skills & Qualifications:

Previous experience of working in administration support role within financial services, 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.