Financial Services - Graduate

Posted 13 March by Edward Bond Easy Apply

We are looking for a recent graduate to join our highly successful Wealth Management company. Within this role you will gain great insight into the variety of roles and products used within the company. You will also be given the chance to attain Industry qualifications. You will initially start as a Junior Paraplanner or Administrator

Your responsibilities will include:

-Providing administrative support to Paraplanners and Advisers.

-Provide support in the analysis and reviewing of; pension transfers, income and flexi-access drawdown and ISAs.

-Developing and maintaining technical and industry knowledge to ensure continual development.

-Collating client information, and preparing documents for client meetings.

As a Junior Paraplanner you will be expected to begin to learn the process of drafting suitability reports, whilst gaining knowledge on a holistic range of investment products and communicating with clients and colleagues.

You must possess excellent written and verbal communicative and numerate skills, be a pro-active team player and be able to work on your own initiative. Applicants from any academic discipline will be accepted. A 2:1 is desirable but not essential.

para planner

Required skills

  • Administrative
  • Investment
  • Wealth Management

Reference: 33067524

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