At a Glance
- Tasks: Assist in preparing reports and conducting research for financial planning.
- Company: Join a growing financial planning firm with a supportive team.
- Benefits: Ongoing training, career development, and a chance to work with experienced professionals.
- Other info: Great opportunity for growth and learning in a dynamic environment.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: Experience in financial planning or related roles is a plus.
The predicted salary is between 38250 - 46750 £ per year.
Are you looking to take the next step in your financial services career?
We're recruiting for a Junior Paraplanner to join a well-established and growing financial planning firm.
This is an excellent opportunity for an IFA Administrator, Client Support Administrator or Wealth Planning Assistant looking to move into paraplanning.
Working alongside experienced Financial Advisers and Paraplanners, you'll receive ongoing training and support while developing your technical knowledge across pensions, investments, protection and retirement planning.
Responsibilities
- Assist with the preparation of suitability reports.
- Conduct research across pensions, investments and protection.
- Prepare illustrations, cashflow models and recommendation packs.
- Gather and analyse client information.
- Support Financial Advisers with technical queries.
- Liaise with providers, clients and third parties.
- Maintain accurate client records in line with FCA requirements.
- Assist with annual reviews and client meeting preparation.
About You
- Experience within financial planning or wealth management.
- Previous experience as an IFA Administrator, Client Support Administrator or Wealth Planning Assistant would be advantageous.
- Working towards, or keen to study towards, the Level 4 Diploma in Regulated Financial Planning.
- Strong communication and organisational skills.
- Excellent attention to detail.
- Positive attitude and willingness to learn.
- #J-18808-Ljbffr
Junior Paraplanner in Knutsford employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
