Job Description

Job Overview

We are seeking a motivated Junior Paraplanner to join our financial services team. This paid position offers an excellent opportunity for individuals looking to develop their career in financial planning and client advisory services. The successful candidate will support senior planners by preparing reports, analysing client data, and assisting with the delivery of comprehensive financial plans. A strong organisational mindset and effective communication skills are essential to succeed in this role.

Duties

Assist in the preparation of detailed financial reports and documentation for clients Analyse client data to support the development of personalised financial plans Conduct research on financial products and market trends to inform planning strategies Support senior paraplanners and financial advisers with administrative tasks and client correspondence Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook Organise and prioritise workload efficiently to meet deadlines Contribute to the ongoing review and optimisation of internal processes related to financial planning Provide excellent customer service by responding professionally to client enquiries and supporting their needs

Skills

For this role you must have the DIP FA - Level 4 or 1 exam away. If you do not hold these qualifications your application will not be considered.

Strong report writing and analysis skills with a keen eye for detail Knowledge of financial services, including financial planning principles and regulations Excellent communication skills, both written and verbal, with the ability to explain complex information clearly Proficiency in Microsoft Office suite, particularly Word, Excel, and Outlook Organisational skills with the ability to manage multiple tasks effectively within tight deadlines Previous administrative experience is desirable but not essential; training will be provided Good IT skills with an understanding of general software applications used within financial planning environments Time management skills to prioritise tasks efficiently and work independently when required Customer service orientation with a professional approach towards clients and colleagues
Job Type: Full-time

Pay: 35,000.00-38,000.00 per year

Benefits:

Company pension Life insurance On-site parking
Application question(s):

Do you hold Dip FA or Dip PFS Level 4 ?
Education:

GCSE or equivalent (preferred)
Work Location: In person