At a Glance
- Tasks: Support Senior Paraplanners and Financial Planners in delivering top-notch financial services.
- Company: Join a leading financial planning organisation with a stellar reputation.
- Benefits: Hybrid working, career development, and exposure to industry experts.
- Other info: Great opportunity for growth in a supportive and dynamic environment.
- Why this job: Kickstart your financial planning career and learn from the best in the business.
- Qualifications: A passion for finance and eagerness to learn are key.
The predicted salary is between 25650 - 31350 £ per year.
Our client is a national, market-leading financial planning organisation with offices across the UK and an exceptional reputation within the industry.
Due to continued growth, they are looking to appoint a Junior Paraplanner to join their team.
This is an excellent opportunity for someone looking to take the next step in their financial planning career, offering the chance to work alongside experienced Senior Paraplanners and Financial Planners within a highly respected organisation.
The successful candidate will provide senior administrative and lower-level paraplanning support to Senior Paraplanners, Financial Planners and clients, gaining valuable exposure across the financial planning process and developing their technical knowledge and paraplanning skills.
The Role As a Junior Paraplanner, you will work closely with Senior Paraplanners and Financial Planners, supporting the delivery of a high-quality service to clients.
Your responsibilities will include: Providing administrative and lower-level paraplanning support to Senior Paraplanners and Financial Planners.
Assisting with the preparation of financial planning and client documentation.
Supporting the preparation of suitability reports and recommendations.
Undertaking research and analysis as required.
Assisting with the preparation of client meeting and review documentation.
Liaising with in...
Junior Paraplanner - Hybrid Working in Hampshire employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
