Trainee Paraplanner (Some Hybrid)

This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What''s most important is the desire to learn, and build a worthwhile career.Location: Office based primarily but home working is available on requestHours: 5 days per week - 9am until 5pm (Monday - Friday) Contract type: Permanent Benefits; 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)NHS Top up Medical Cash Plan (increasing with length of service)Gym membershipFree onsite parkingBike to work scheme Exam support and fundingInhouse development path for those that want to develop throughout the various roles Team socials Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business. Key Duties and Responsibilities:Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey Sending Letter of Authorities to third party providers Chasing outstanding information with third party providers Analysing of policy information Preparation of basic suitability letter and reportsAccurately recording clients data and compliance Communication between client and adviser to ensure both parties are updated throughout ..... full job details .....