Junior Paraplanner

Anthony Alexandra
11 Aug 2018
08 Sep 2018
Job role

An excellent opportunity exists to join an IFA Practise based in Berkshire. We are currently recruiting for a bright and forward-thinking Junior Paraplanner to assist/support a Senior Paraplanner. As a Junior Paraplanner, the role requires you to have the ability to work within a fast-paced environment, adapt to industry changes and can adjust to various different deadlines and progress within the IFA.

As Junior Paraplanner you will have had some strong experience working in a Financial Planning environment with knowledge of products such as Pensions, Investments and Protection. You will preferably have started on a financial planning professional qualification such as the level 4 diploma in Financial Planning.

Duties and responsibilities for this role include:

  • Process and deliver suitability reports for a variety of IFA's
  • Obtaining relevant research relating to proposed advice
  • Processing New Business
  • Liaising with clients
  • Supporting Financial Advisors and Paraplanners
  • Office administration

The ideal candidate should have the following skills, qualifications and experience:

  • Experience working within an IFA environment (preferably over 3 years)
  • Knowledge of Investments, Pensions and Protection products
  • Professional qualifications would be an advantage
  • Experience is using IFA Back Office systems such as Intelligent Office or Adviser Office

The successful candidate will have the opportunity to grow within a forward-thinking environment and study towards further diploma qualifications if needed. The role includes attractive benefits with opportunities to progress within the company.

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