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- Tasks: Support senior advisers with report writing and client documentation in financial planning.
- Company: Join a reputable financial services team with a strong track record.
- Benefits: Enjoy private medical, dental, generous pension, hybrid work, and funded qualifications.
- Why this job: Kickstart your career in finance and develop valuable skills in a supportive environment.
- Qualifications: Previous administrative experience in IFA and strong communication skills required.
- Other info: Great opportunity for career growth with potential for contract extension.
The predicted salary is between 24000 - 36000 £ per year.
This fantastic opportunity is an opportunity to secure a trainee paraplanner position, where you can learn and gain fantastic new skills. Initially offered as a 12 month contract, this client has a great track record of keeping individuals who have been placed on contracts.
On offer: Private Medical, Private Dental, Generous pension of 8%, hybrid working, discounted rates, qualifications funded and yearly bonus (when permanent).
We are seeking a diligent and detail‑oriented Junior Paraplanner to join our client’s 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
- Previous administrative experience in an IFA administration position is essential, we also welcome individuals who have been in paraplanning before
- 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
Junior Paraplanner in Ipswich employer: Opus Perm
Contact Detail:
Opus Perm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner in Ipswich
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Junior Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning and paraplanning. Familiarise yourself with common questions and practice your responses. We recommend doing mock interviews with friends or family to build your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, be ready to discuss how you've managed multiple tasks in previous roles. Use specific examples to demonstrate your ability to keep things running smoothly, just like a well-oiled machine.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications all in one place!
We think you need these skills to ace Junior Paraplanner in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior Paraplanner role. Highlight any relevant experience in IFA administration and showcase your organisational and communication skills. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your keen interest in financial planning and explain why you’re excited about this opportunity. Let us know how you can contribute to our team and support senior advisers.
Showcase Your Skills: Don’t forget to mention your proficiency with Microsoft Office applications, especially Word and Excel. If you have any experience with report writing or analysis, make sure to highlight that too. We love seeing candidates who are detail-oriented!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Opus Perm
✨Know Your Financial Basics
Brush up on your financial planning knowledge before the interview. Understand key concepts and terminology that are relevant to the role of a Junior Paraplanner. This will not only show your interest but also help you engage in meaningful conversations with the interviewers.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your previous experience where you successfully managed multiple tasks or projects. Be ready to discuss how you prioritised your workload and maintained accuracy in your work.
✨Practice Report Writing
Even if you haven't done extensive report writing before, it’s a good idea to practice drafting a sample financial report. Familiarise yourself with the structure and key components. This will demonstrate your proactive approach and willingness to learn during the interview.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and what success looks like in this role. This shows your enthusiasm and helps you determine if the company is the right fit for you.