Trainee Paraplanner - Artemis Recruitment Consultants Ltd : Job Details

Our client is looking for a Trainee Paraplanner to join their team based in Cranbrook, Kent. You will pay a supportive role to the Financial Advisors and Paraplanners, and help deliver an exceptional service to their clients. This role also offers progression to train to become a qualified paraplanner.

Responsibilities:

· Assist the paraplanning team with various administrative tasks, including but not limited to data entry, file management, and document preparation.

· Work closely with financial advisers, paraplanners, and other team members to provide seamless support and deliver outstanding client service.

· Identify opportunities for process improvement and contribute ideas to enhance the efficiency and effectiveness of the paraplanning department.

· Maintain client records, ensuring confidentiality and accuracy of information in accordance with data protection policies.

· Collaborate with financial product providers, platforms, and custodians to request and obtain required information and documentation.

· Conducting research, analysing data to support the financial advisers and paraplanners in ongoing advice.

· Documenting ongoing advice and preparing accurate and comprehensive reports, based on the information provided by paraplanners and financial advisers.

· Ensure all documentation and processes adhere to regulatory standards and internal compliance guidelines.

Experience/Qualifications:

· At least 1 years’ experience in an administrative role with Financial Services.

· Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

· Attention to detail is paramount to ensure accuracy in reports and documentation.

· Strong organizational and time management skills are necessary to effectively handle multiple tasks and prioritise.

· A collaborative approach to work, flexibility, and a willingness to support team members when required are valued traits.

· Exceptional written and verbal communication skills are essential for conveying information clearly and professionally.

· Excellent numeracy skills are also essential.

· Demonstrated commitment to upholding high ethical standards and handling sensitive information with confidentiality is expected.

· Excellent telephone etiquette is important, as calls to providers/ advisers will form part of this role.

· Opportunity for further study and pathway to Paraplanner role.

This will be an office based position 5 days/week.

If you are interested then please send a copy of your CV to Josie at Artemis Recruitment.