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Junior Paraplanner

4 months ago

Leatherhead Surrey, United Kingdom Templegate recruitment Full time €30,000 - €35,000

TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title: Junior Paraplanner ( 3 Month Contract)

Location: Leatherhead

Salary: £30,000 to £35,000 depending on qualifications and experience

About the Company:

Our clients are seeking a motivated and detail-oriented individual to join their team as a Junior Paraplanner. In this role, you will work closely with senior paraplanners and financial advisors to assist in the preparation of financial plans and reports for our clients. The ideal candidate will have Financial services experience.

What Your Day to Day Duties Will Include:

* Assist in the preparation of financial plans and reports for clients, including gathering client data, conducting research, and analysing financial information.

* Support senior paraplanners and financial advisors in developing recommendations and strategies to meet client goals and objectives.

* Prepare draft financial planning documents, including client proposals, investment summaries, and retirement projections.

* Conduct research on investment products, tax regulations, and financial planning strategies to support client recommendations.

* Maintain accurate client records and ensure compliance with regulatory requirements.

* Provide administrative support as needed, including scheduling client meetings and managing correspondence.

What is Needed to Be Considered:

* Qualifications and/or at least 2 years in the industry

* Intelliflo or FE Analytics experience

* Ability to work as part of a team Ability to work under pressure

* Good literacy and numeracy skills

* Excellent communication and interpersonal Skills (verbal and written)

* Articulate with attention to detail

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for #J-18808-Ljbffr