Junior Paraplanner

3 weeks ago


Bangor, Gwynedd, United Kingdom MLR Careers Full time

Are you an enthusiastic and dedicated Junior Paraplanner looking to launch your career in financial services? We are recruiting an experienced Paraplanning and Administration Professional to support our client's team in delivering exceptional results for clients.

About the Role

This is a fantastic opportunity to develop your skills in paraplanning while working closely with experienced financial planners. You will play a vital role in creating comprehensive financial reports, ensuring that clients receive tailored advice.

  • Process new business applications and income withdrawals on Intelliflo Office
  • Respond to client enquiries and resolve issues professionally
  • Collaborate with financial advisers to obtain information for financial reports

The ideal candidate will have relevant experience working in a financial planning office, either as a Junior Paraplanner or Administrator. Strong knowledge of Intelliflo Office is essential.

Salary and Benefits

The estimated salary for this role is £28,000 - £32,000 per annum, depending on experience. The successful candidate will enjoy hybrid Work From Home arrangements and opportunities for career advancement.

Requirements

To be considered for this position, applicants must:

  • Have relevant experience in financial planning or administration
  • Demonstrate strong technical skills, particularly with Intelliflo Office
  • Exhibit excellent communication and problem-solving abilities

If you are a motivated and detail-oriented individual eager to advance your career in financial services, please apply via our website.



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