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Administrator/Trainee Paraplanner - Financial Planning

Brevere Group
Posted 11 hours ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An innovative Financial Planning firm is seeking a dedicated Administrator/Junior Paraplanner to join their successful team due to continued growth.
  • The role involves supporting experienced Advisors and Paraplanners, focusing on Retirement Planning, Investments, Tax, and Estate Planning.
  • Candidates should have at least some experience in a Sales Support or Junior Paraplanning role, ideally within the IFA market, with a salary of approximately £25,000 to £30,000.
  • Technical knowledge of Pensions and Investments, as well as strong IT and communication skills, are essential for this position.
  • The firm offers full support for professional development and aims to help employees achieve Diploma Status in their careers.

Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team.

Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning.

The successful applicant will come from a Sales Support or Junior Paraplanning role, ideally with exposure to the IFA market. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. Experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status. You will have strong IT and communications skills and the desire to further your career.

This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities

Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.