Junior Paraplanner

4 days ago

London, Greater London, United Kingdom Financial Divisions Full time

Financial Planning Role Overview

Our client, a well-established independent financial advice business, is seeking a Junior Paraplanner to join their team. As a Junior Paraplanner, you will work closely with experienced Pension Specialists and Financial Planners to provide high-quality financial planning services to clients.

Key Responsibilities

  • Attend client meetings with the Advisers to gather information and provide support
  • Take detailed notes and prepare comprehensive suitability reports for follow-up client meetings
  • Conduct product research on behalf of the Advisers and make recommendations
  • Prepare detailed cashflow analysis to present back to clients
  • Liaise with product providers and Investment specialists to ensure seamless service delivery
  • Administer client files and document client meetings
  • Provide support for client meetings, including scheduling and coordination
  • Take an active part in the annual client review meeting, once up to speed

Training and Development Opportunities

Our client offers a structured training program to help build on your current technical knowledge and provide greater direct client exposure. This will enable you to progress into an Adviser role in the future. They have a proven track record of promoting Junior Paraplanners into Paraplanner roles, making this a great opportunity for career advancement.

Company Culture and Benefits

Our client values a family-friendly environment and offers a range of benefits, including a wellbeing suite and flexible working arrangements. They are committed to providing a supportive and inclusive workplace, where you can grow and develop your career.

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