Overview
We are seeking a motivated Junior Paraplanner to join our financial services team preferably Diploma Level 4. This is an excellent opportunity for someone looking to take the next step in their career within financial services, offering structured training, full study support, and clear progression into a fully qualified Paraplanner role.
Responsibilities
- Assist with the preparation of detailed financial reports and documentation for clients
- Support senior paraplanners and financial advisers with research and analysis tasks
- Gather and review information from providers and third parties
- Analyse data to support financial planning recommendations
- Assist in drafting and preparing suitability reports
- Contribute to the drafting of client correspondence and communication materials
- Help ensure compliance with industry regulations and company policies
- Manage administrative tasks related to client files, appointments, and follow-ups
- Develop organisational skills by prioritising tasks effectively to meet deadlines
- Participate in training sessions to enhance knowledge of financial planning processes and systems
Requirements
- Experience within financial services (IFA / wealth management preferred) or paraplanning support role
- Strong report writing and analysis skills with an interest in financial services
- Good communication skills, both written and verbal, with a professional manner
- Basic understanding of financial planning principles is desirable but not essential; willingness to learn is crucial
- Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook; IT literacy is essential
- Excellent organisational skills with the ability to manage time effectively
- Previous administrative experience or customer service background is advantageous
- Ability to work well within a team environment and demonstrate strong attention to detail
- A proactive attitude towards learning about the financial profession and regulatory environment
This position offers a valuable pathway into the financial planning sector for ambitious individuals seeking practical experience in a supportive setting.
This is a hybrid position.
Benefits:
- Company pension
- Free parking
- Health & wellbeing programme
- On-site parking
- Private medical insurance
- Sabbatical
Work Location: In person
