We are looking for a Junior Paraplanner 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. As a Junior Paraplanner you will also be given the chance to attain Industry qualifications.
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.
- Wealth Management
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