Entry Level Paraplanner
£28, per annum + Bonus
Colchester, Essex
Monday-Friday, 9am-5pm
*MUST drive due to the location of the business
Are you ready to kickstart your career in the exciting world of Financial Services? We're on the lookout for an enthusiastic and dedicated Entry Level Paraplanner to join my clients' small team in the outskirts of Colchester! If you have a passion for numbers, a keen eye for detail, and a desire to learn and grow, this is the perfect opportunity for you!
Key Responsibilities
As an Entry Level Paraplanner, you will play a crucial role in supporting the Financial Advisers. Your day-to-day activities will include:
1. Conducting thorough research on Pension, Investment, and Protection options
2. Preparing Discussion Documents for Financial Adviser Meetings
3. Managing the Pre-Submission Process efficiently
4. Crafting detailed Suitability Reports
5. Arranging the Advisor's diary and arranging annual reviews
6. Running the Advisor back-office system
7. Welcoming clients and ensuring a positive experience during Adviser meetings
8. Point of contact for the clients on behalf of the Advisor
Ideal Skills
To thrive in this role, you should possess:
9. The ability to work under pressure and remain composed
10. A fast-learning ability to adapt to the vibrant environment
11. Meticulous attention to detail to ensure accuracy in all tasks
12. Strong problem-solving skills to tackle challenges head-on
13. Excellent time management skills to meet deadlines
14. Comfortable with numbers, as you will be working with financial data regularly
15. A genuine desire to learn, develop, and progress within the Financial Services sector
Qualifications
We're looking for candidates who meet the following criteria:
16. A or B in GCSE Maths is essential
17. Strong A Levels or a graduate
18. CII Financial Adviser Exam or exams are ideal, but not mandatory
What my client offers You will benefit from:
19. Opportunities for professional development and progression including sponsorship for financial services related qualifications
20. A supportive and friendly team environment
21. A comprehensive benefits package, including pension plans
22. Pay rises for each financial services related exam passed
If you're ready to embark on an exciting career journey in Financial Services and meet the qualifications above, we would love to hear from you!
Apply Now! Don't miss out on this fantastic opportunity to become part of a forward-thinking company that values growth and development. Send your CV today and take the first step towards a rewarding career as an Entry Level Paraplanner!
Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.