Job Description

Job Summary:

Our client is seeking a meticulous junior Paraplanner to join their team in providing support to senior paraplanners and Financial planners. The ideal candidate will have excellent organisational skills and be proficient in financial services administration.

Duties:

- Assist in preparing financial reports and analysis for clients

- Conduct research on investment opportunities and present findings

- Collaborate with advisors to develop financial plans tailored to clients' needs

- Maintain client records and ensure accuracy of information

- Communicate with clients to gather necessary data and address inquiries promptly

- Utilise Word, Excel, and Outlook proficiently for daily tasks

- Provide exceptional customer service to build and maintain client relationships

Requirements:

- Previous experience as a Administrator within a financial planning practise.

- Strong analytical skills to evaluate financial data accurately

- Excellent written and verbal communication skills

- Ability to work independently and as part of a team

- Proficiency in Microsoft Office applications for data analysis and reporting

- Highly organised with great attention to detail

If you are a dedicated individual with a passion for financial planning and possess the necessary skills, we invite you to apply for this exciting opportunity as a Junior Paraplanner.

Job Types: Full-time, Permanent

Pay: 26,000.00-29,000.00 per year

Benefits:

Company pension Financial planning services Free parking Health & wellbeing programme Life insurance Private medical insurance Work from home
Licence/Certification:

Diploma qualification in Financial services (preferred)
Work authorisation:

United Kingdom (required)
Work Location: Hybrid remote in Hessle HU13 0EG