Job Description

Job Overview

We are seeking a motivated and detail-oriented Junior Paraplanner to join our dynamic financial services team. The ideal candidate will support financial planners by preparing comprehensive reports, conducting analysis, and assisting with client communications. This role is perfect for individuals looking to develop their skills in financial planning and gain valuable experience in the financial services industry.

Duties

Prepare detailed reports and documentation to support financial planning processes. Conduct thorough analysis of client financial situations and investment opportunities. Assist in the development of financial plans tailored to client needs and objectives. Maintain accurate records and documentation in accordance with company policies. Communicate effectively with clients, addressing inquiries and providing exceptional customer service. Utilise Microsoft Office applications, including Word, Excel, and Outlook, for report writing and data management. Organise and prioritise tasks to ensure timely completion of projects while managing multiple deadlines. Collaborate with senior paraplanners and financial advisers to enhance service delivery.

Requirements

Strong analytical skills with a keen attention to detail. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) is essential. Excellent communication skills, both written and verbal, for effective client interaction. Previous experience in financial services or a related field is desirable but not mandatory. Demonstrated organisational skills with the ability to manage time effectively. Administrative experience will be advantageous in this role. A basic understanding of financial planning concepts is preferred but not essential; a willingness to learn is crucial. IT proficiency to navigate various software applications relevant to the role. If you are passionate about pursuing a career in financial planning and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Junior Paraplanner.
Job Type: Full-time

Pay: 27,420.00-32,000.00 per year

Benefits:

Company pension Free parking Gym membership On-site parking Sick pay
Education:

Certificate of Higher Education (required)
Experience:

Paraplanner: 3 years (required)
Work Location: In person