Junior Paraplanner Crawley

Crawley, West Sussex, United Kingdom

Job Description


We are looking for a Junior Paraplanner for our clients based in Crawley. You will be providing vital paraplanning and administrative support to a team of wealth advisers. This position will allow hybrid working from their office in Crawley, with a competitive salary and career progression available.
Responsibilities:

  • Provide vital paraplanning support to the team of wealth advisers
  • Research products, financial planning solutions and investment strategies
  • Prepare recommendation reports for client meetings
  • Provide a high level of technical support
  • Assist advisers with client management
  • Provide advisers and clients with technical reports and information
  • Ensure high worth investment transactions are carried out accurately
Experience and qualifications:
  • Previous administrative and paraplanning experience required
  • Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate
  • Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)
  • Experience of the Pension Switch market
  • Experience of administration of IHT or Investment products
  • Excellent IT skills and proficient in Microsoft Office
If you would like to apply for this role, then please submit your CV to

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Job Detail

  • Job Id
    JD3153717
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    £32000 - 36000 per year
  • Employment Status
    Permanent
  • Job Location
    Crawley, West Sussex, United Kingdom
  • Education
    Not mentioned