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We are seeking a motivated and detail-oriented Junior Paraplanner to join our dynamic financial planning team. The successful candidate will play a crucial role in supporting financial advisers by preparing comprehensive reports and assisting in the development of financial plans for clients. This position is ideal for individuals looking to build a career in financial services while honing their organisational and analytical skills.
This role is designed for someone that has had exposure to paraplanning / perhaps working on some reports / supporting a senior paraplanner and are now looking to take the next step up in their career. If you are currently working in a senior IFA admin role this would also be a potential suitable role for career development.
Duties
- Assist in the preparation of financial plans and investment proposals for clients.
- Conduct research on various financial products and services to support advisers' recommendations.
- Prepare detailed reports and documentation, ensuring accuracy and compliance with regulatory requirements.
- Maintain client records and ensure all information is up-to-date within the office systems.
- Liaise with clients, providing excellent customer service and responding to inquiries promptly.
- Collaborate with team members to streamline processes and improve efficiency within the office.
- Utilise Microsoft Excel and Word for data analysis, report writing, and documentation purposes.
Skills
- Strong organisational skills with the ability to manage multiple tasks effectively.
- Excellent time management skills to prioritise workloads and meet deadlines.
- Experience in working in IFA office in an administration capacity or as a trainee paraplanner
- Effective communication skills, both verbal and written, to convey information clearly.
- Knowledge of financial service products such as Pensions & Investments.
Join us as a Junior Paraplanner and take the first step towards a rewarding career in financial plan
