Junior Paraplanner

Junior Paraplanner Swindon Full-Time Office Based Training and Career Development Looking to take the next step in your Financial Services career? If you''re currently working as an IFA Administrator, Financial Planning Administrator or Client Services Administrator and want to move into paraplanning, or you''re already a Junior Paraplanner looking for a business that will help you develop further, this could be the opportunity you''ve been waiting for. I''m working with a well-established and highly respected financial planning firm in Swindon that''s committed to developing its people. You''ll work alongside experienced Financial Advisers and Paraplanners, receiving hands-on mentoring, structured training and the support needed to build a successful long-term career. This isn''t just another administration role. It''s an opportunity to develop your technical knowledge, gain exposure to a wide range of financial planning cases and progress into a fully established Paraplanner. The Role You''ll work closely with the advisory and paraplanning teams, supporting the delivery of high-quality financial advice while building your own technical expertise. Your responsibilities will include: Supporting Financial Advisers and Paraplanners with client cases Researching pensions, investments and protection solutions Assisting with suitability reports and recommendation documents Liaising with providers to obtain policy and product information Preparing documentation for ..... full job details .....