We are looking for a Junior Paraplanner based in Crawley for our clients. You will provide vital paraplanning and administrative support to a team of wealth advisers. This position will allow hybrid working from their office in Crawley, with a competitive salary and career progression available.
Junior Paraplanner - Responsibilities:
* Provide vital paraplanning support to the team of wealth advisers
* Research products, financial planning solutions and investment strategies
* Prepare recommendation reports for client meetings
* Provide a high level of technical support
* Assist advisers with client management
* Provide advisers and clients with technical reports and information
* Ensure high-worth investment transactions are carried out accurately
Junior Paraplanner -Experience and qualifications:
* Previous administrative and paraplanning experience required
* Must show some CII exam results or hold a Level 4 qualified in Financial Planning certificate
* Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics, etc).
* Experience in the Pension Switch market
* Experience in the administration of IHT or Investment products
* Excellent IT skills and proficient in Microsoft Office