Junior Paraplanner

Posted 1 week ago by Brevere Group

Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team.

Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners. You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning.

The successful applicant will come from a Sales Support or Junior Paraplanning role, ideally with exposure to the IFA market. You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. Experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status. You will have strong IT and communications skills and the desire to further your career.

This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities

Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management

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Required skills

  • Financial Planning
  • Financial Services
  • Investments
  • Pensions
  • Wealth Management

Application questions

Do you have Sales Support experience in Financial Services?
Have you passed professional qualifications?
Do you have experience of the IFA market?
Do you have Paraplanning experience?
Do you have experience of producing suitability reports?

Reference: 41171409

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