Trainee Paraplanner

Trainee Paraplanner


£18k - £20k per annum


Chelmsford


Monday - Friday, 9am-5pm



*Must be a car driver due to location



Benefits: Excellent benefits including on-site parking, annual performance related bonus, social events such as summer BBQ's and Christmas parties.



My client, a successful financial consultancy company based in Chelmsford, is seeking a Trainee Paraplanner to join their growing team.



Duties:



  • Pension, Investment and Protection research.

  • Preparing Discussion Documents.

  • Pre-Submission Process (sorting file post advice meeting).

  • Producing Suitability Reports.

  • Ensuring the CRM is maintained.

  • When workload is low, assist with chasing.

  • Submitting business.

  • Assisting with projects i.e. mission platform.

  • Dealing with queries from admin & operations team



Skills and experience:



  • Good organisational skills and time management.

  • Clear communication.

  • Attention to detail.

  • Confidence when carrying out tasks.

  • Good understanding of Microsoft programs, most importantly Microsoft Excel.



Working towards a Diploma in Regulated Financial Planning is encouraged. Exams paid for by the business with £500 per year pay rise awarded for each exam passed (6 exams in total).


Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Charlotte Sayer