Paraplanning Professional

7 days ago

Colchester, Essex, United Kingdom Financial Divisions Full time
{"title": "Junior Paraplanner Opportunity", "content": "

Financial Divisions is seeking a talented individual to join their team as a Junior Paraplanner. This is a fantastic opportunity for someone looking to develop their skills and knowledge in the financial planning industry.



The successful candidate will work closely with experienced advisers to provide end-to-end paraplanning support, including attending client meetings, conducting research, and preparing suitability reports.



As a Junior Paraplanner, you will have the opportunity to work with a supportive team and develop your skills in a fast-paced and dynamic environment.



Key responsibilities will include:




  • \t
  • Providing paraplanning support to experienced advisers
    \t
  • Conducting research and preparing suitability reports
    \t
  • Attending client meetings and taking detailed notes
    \t
  • Assisting with the annual review process and reviewing investment performances
    \t
  • Providing support and training at every step to ensure work is fully compliant and prepared to exacting standards
    \


Financial Divisions offers a supportive and nurturing working environment, with opportunities for career development and growth. If you are a motivated and enthusiastic individual looking to start your career in financial planning, please apply.



Key requirements include:




  • \t
  • Previous experience in a financial administration or paraplanning role
    \t
  • Level 4 qualifications or willingness to study
    \t
  • Excellent communication and interpersonal skills
    \t
  • Ability to work in a fast-paced environment and meet deadlines
    \t
  • Flexibility and willingness to learn and develop new skills
    \


Financial Divisions is an equal opportunities employer and welcomes applications from all qualified candidates.



Please submit your application, including your CV and a cover letter, to Sam at Financial Divisions.

"}

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