We are seeking a motivated and detail-oriented Junior Paraplanner to join our dynamic Financial Planning team in Staverton. As a Junior Paraplanner, you will play a crucial role in supporting our clients’ financial goals by providing accurate and comprehensive planning assistance. If you’re passionate about financial services and thrive in a collaborative environment, we’d love to hear from you!
Some of your responsibilities will include:
- Prepare Recommendations and Reports: Craft well-researched financial planning reports and recommendations for our diverse client base.
- Monthly Valuations: Create and maintain monthly valuations to track investment performance.
- Client Liaison: Interact with clients, including Ultra High Net Worth individuals, ensuring exceptional service delivery.
- Investment Research: Conduct thorough investment research to inform decision-making.
- Administration Support: Collaborate with the administration team to streamline operations.
- Draft Tender Documents and Presentations: Assist in preparing compelling tender documents and presentations.
As a Junior Paraplanner, you’ll thrive in this role if you have at least two years of experience in financial services. Your methodical approach, attention to detail, and having a positive attitude will contribute to our collaborative team environment
Benefits:
- Direct Application Bonus
- Hybrid Working
- Profit-Share Scheme
- Flexi-Time
- Annual Salary Review
- Health and Wellbeing Support
- Generous Holiday Allowance
- Regular social Events
Join our close-knit team and contribute to our clients’ financial well-being. Apply today!