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Job Summary/Introduction
Junior Paraplanner
Salary: £26,000 - £28,000 per annum
Location: Manchester city centre
Keywords: Pension, paraplanner, DipFA, Financial Services, Wealth Management, Graduate Job, University graduate
Our client is actively seeking an exceptionally organised and motivated professional to enhance their team as a Junior Paraplanner. This crucial position underpins the firm's operations by providing vital administrative support and facilitating close collaboration with advisory teams. The ideal candidate will have a desire to progress in the pensions and financial services sectors, with a strong preference for backgrounds in financial planning and wealth management.
- Competitive salary of £26'000 - £28'000 per annum
- Monday to Friday working hours 09.00am - 17.00pm
- Based in Manchester city centre (Office based)
- Genuine progression opportunities with paid training
Job details:
As a Junior Paraplanner, you will play a pivotal role in supporting the smooth operation of our client's firm.
- Research financial products for example pension schemes.
- Preparing reports that include key insights and recommendations for financial advisors.
- Keeping client records up to date
- Conducting due diligence
- Provide administrative support to financial advisors.
- Check for compliance with financial regulations.
- Preparing client financial plans:
- Prepare recommendations for financial advisors.
What you bring:
- University graduate or pensions/financial advisory background looking to move into wealth management.
- Backgrounds in financial planning and wealth management business are highly desirable.
- Exceptional organisational skills are required to manage daily interactions efficiently.
- Strong communication skills are needed to facilitate effective collaboration within the team.
- Ability to execute administrative tasks promptly while adhering to internal policies and regulatory requirements.
What's next:
If you're ready to take your career to the next level as a Junior Paraplanner don't hesitate, apply online today!
Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates
