Junior Financial Planner
2 weeks ago
We are excited to announce an excellent opportunity for a Trainee Paraplanner to join our team at BlackFox Solutions.
About the Role:
- Gathering and analyzing data to support financial planning activities
- Undertaking technical research on various financial products
- Preparing suitability reports with guidance from experienced financial planners
- Maintaining client management systems and assisting with client queries
Key Responsibilities:
- Previous experience in an administrative role, preferably within finance
- Excellent customer service skills to build strong client relationships
- Strong IT and communication skills, with previous experience in finance beneficial
Benefits:
- Opportunity for career progression and personal development
- Excellent training and mentorship program
- Study support and bonus scheme
- Life assurance and health insurance
The estimated salary for this role is £25,000 + bonus, providing a competitive compensation package for a full-time permanent position.
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