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Junior Paraplanner
Location - Meriden, Coventry
Salary £30,000 - £40,000
Full Time, Permanent
We are working with a Meriden based IFA who are looking to bring on a Junior Paraplanner to join the team. The role will involve supporting the Financial Advisers and clients with all things technical whilst helping out with Admin duties form time to time.
This is a great role for an experienced IFA Administrator or someone with some paraplanning experience that wants to kick on and become a fully diploma qualified Paraplanner.
Key duties of the Junior Paraplanner
- Preparing documentation for client review meetings
- Attending and minuting client and prospect meetings
- Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.
- Producing full planning reports for new clients.
- Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.
- Cashflow Modelling
- Ad hoc Administration duties
What’s on offer?
- Salary up to £40,000 DOE
- Study support to complete Level 4 diploma in Financial Planning
- Career development
- Strong benefits package
If you are interested in the Junior Paraplanner Poston then apply today and one of our consultants will be in touch within 24 hours.
Junior Paraplanner, IFA Administrator, Research Analyst, Financial Planning, Financial Services, Wealth Management
