Junior Paraplanner

3 weeks ago

Colchester, Essex, United Kingdom Financial Divisions Full time
Exciting Opportunity in Wealth Management

We are seeking a talented Junior Paraplanner to join our team at Financial Divisions, a well-established Wealth Management firm located in the UK. As a result of expansion and internal advancement, we are looking for a motivated individual to provide end-to-end Paraplanning support and contribute to the ongoing development and growth of our team.

Key Responsibilities:
  • Attend client meetings and take detailed notes
  • Conduct product research and make recommendations
  • Prepare suitability reports and assist with the annual review process
  • Support Advisers in providing exceptional client service
What We Offer:
  • Comprehensive training to bridge any skills gaps and knowledge deficiencies
  • Full study support for Level 4 qualifications
  • A supportive culture with a focus on client satisfaction
  • Opportunities for career advancement and professional growth
Requirements:
  • Technical experience in Financial Administration or exposure to Paraplanning
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

If you are a motivated and ambitious individual looking to start or advance your career in Paraplanning, we encourage you to apply for this exciting opportunity.

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