Junior Paraplanner

This fantastic opportunity is an opportunity to secure a junior paraplanner position, where you can learn and gain fantastic new skills in a leading firm. This firm offer a strong benefits package, one of the strongest locally, and a great culture.

On offer:

• Private Medical
• Private Dental
• Generous pension of 8%
• Hybrid working
• Discounted rates
• Qualifications funded
• Yearly bonus
• & More

We are seeking a diligent and detail-oriented Junior Paraplanner to join our clients financial services team. This entry-level role offers an excellent opportunity to develop your skills within the financial planning sector, supporting senior advisers with report writing, analysis, and client documentation. The successful candidate will possess strong organisational and communication skills, with a keen interest in financial planning and have come from a previous IFA background, within an administration function.

Responsibilities

• Assist in preparing comprehensive financial reports and documentation for clients
• Undertaking report writing
• Conduct analysis of client financial data
• Support senior paraplanners and advisers with administrative tasks and client correspondence
• Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook
• Organise client files and ensure compliance with company policies and procedures
• Contribute to the preparation of meeting agendas and follow-up documentation
• Provide excellent customer service by responding to client queries professionally and promptly
• Support the team in maintaining organisational efficiency through effective time management and administrative skills

Experience

• Previous administrative experience in an IFA administration position is essential, we also welcome individuals who are currently in paraplanning
• Ideally someone who has started RO qualifications
• Familiarity with report writing and analysis skills is advantageous but not essential
• Strong communication skills, both written and verbal, are essential
• Organisational skills with the ability to manage multiple tasks effectively
• Any CII/Diploma qualifications will strengthen your application but are not essential