Junior Paraplanner
This Junior Paraplanner job presents a fantastic opportunity for you to join a growing financial planning firm and take the next step in your career within a supportive and ambitious environment.As a Junior Paraplanner, you will play a key role in supporting financial advisers by delivering high quality research, analysis and client documentation. This Junior Paraplanner job is ideal for someone currently in a financial services administration role who is looking to step up into paraplanning and develop their technical knowledge across investments, pensions and protection.In this Junior Paraplanner job, you will:• Produce clear, compliant suitability reports and client documentation• Conduct technical research and support advisers with recommendations• Assist with gathering and analysing client information• Liaise regularly with advisers and provide updates on cases• Maintain accurate and compliant client records• Support wider administrative and client servicing activities where requiredThis Junior Paraplanner job offers structured development and genuine long term progression, whether you wish to advance within paraplanning or work towards becoming a financial adviser in the future.Junior Paraplanner Requirements• Essential: Experience within financial services, ideally in an administration or support role• Essential: Working towards Level 4 Diploma, with at least 2 exams completed• Essential: Knowledge of financial planning areas such as pensions, investments and ..... full job details .....
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