Paraplanning Assistant

1 month ago

Cranbrook, Kent, United Kingdom Brook Street Full time
About the Role

We are seeking a highly motivated and organized individual to join our team as a Trainee Paraplanner. As a key member of our paraplanning team, you will be responsible for assisting with tasks such as data entry, file organization, and document preparation.

Key Responsibilities
  • Support the paraplanning team with administrative tasks, ensuring accuracy and attention to detail.
  • Collaborate with financial advisers, paraplanners, and other team members to deliver high-quality advice to clients.
  • Manage client records, maintaining confidentiality and adhering to data protection regulations.
  • Communicate with financial providers to obtain necessary information and documents.
  • Conduct research and analyze data to support financial advisers and paraplanners in ongoing advice.
What We Offer
  • A competitive salary and benefits package, including 25 days' holiday and employer pension contributions.
  • Opportunities for professional development and career growth, including an apprenticeship scheme with a view to achieving the CII Certificate in Paraplanning qualification.
  • A supportive and dynamic work environment, with a focus on teamwork and collaboration.
Requirements
  • A passion for working in the financial services industry and a desire to develop your skills and knowledge.
  • Excellent organizational and communication skills, with the ability to work accurately and efficiently in a fast-paced environment.
  • A strong work ethic and self-motivation, with a willingness to learn and take on new challenges.

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