My client is looking for a Junior Paraplanner to join their 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 within CII.
Your responsibilities will include:
- Providing administrative support to Paraplanners and Advisers.
- Provide support in the analysis and reviewing of investments, pension transfers, income 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 currently must have a background that relates to the wider banking or financial services industry. Be actively looking for a route forward to a more technical based role and be committed to study further.
Excellent offices - with team culture. This is a growing and thriving business that needs to train staff for the future growth of the business.
This job was originally posted as www.jobsite.co.uk/job/960294162