At a Glance
- Tasks: Support Financial Advisers in delivering tailored financial solutions and assist with research and report writing.
- Company: Growing firm of Financial Advisers offering a dynamic work environment.
- Benefits: Salary up to £34,000, bonus, hybrid work model, and career development opportunities.
- Other info: Ideal for those looking to develop technical knowledge in a supportive team.
- Why this job: Gain hands-on experience in financial planning and build a long-term career in paraplanning.
- Qualifications: Some knowledge of financial planning and strong communication skills required.
The predicted salary is between 32000 - 34000 £ per year.
An excellent opportunity has arisen for a Junior Paraplanner to join a growing firm of Financial Advisers. This role is ideal for someone looking to develop their technical knowledge and build a long-term career within paraplanning, with exposure to a wide range of financial planning areas.
The Role
- You will support Financial Advisers in delivering tailored financial solutions to clients, assisting with research, report writing, and the overall advice process.
- This is a fantastic opportunity to gain hands-on experience and develop into a more technical paraplanning position over time.
Key Responsibilities
- Provide technical, research, and administrative support to advisers
- Assist in the production of detailed and compliant suitability reports
- Gather and interpret client information to support financial planning strategies
- Maintain accurate and compliant client records
- Liaise regularly with advisers to provide case updates
- Support client communications, including handling calls professionally
- Prioritise workload to meet deadlines
- Assist with general administrative duties as required
About You
- Some knowledge of financial planning areas including pensions, investments, and protection
- Strong interest in compliance and regulatory standards
- Excellent communication skills
Junior Paraplanner employer: NJR Recruitment Ltd
Join a dynamic and supportive team in the Manchester area as a Junior Paraplanner, where you will have the opportunity to enhance your technical skills and grow your career in financial planning. Our hybrid work model promotes a healthy work-life balance, while our commitment to employee development ensures you receive the training and mentorship needed to excel in your role. With a focus on collaboration and innovation, we offer a rewarding environment that values your contributions and fosters professional growth.
