Type of Position: Junior Paraplanner - Worthing
Pay: £32k - £36k
Reference: Worthing2
Junior Paraplanner - Worthing
We are looking for a Junior Paraplanner for our clients based in Worthing. You will be providing vital paraplanning and administrative support to a team of wealth advisers. This position will allow hybrid working from their office in Worthing, with a competitive salary and career progression available.
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
Experience and qualifications:
• Previous administrative and paraplanning experience required
• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate
• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)
• Experience of the Pension Switch market
• Experience of administration of IHT or Investment products
• Excellent IT skills and proficient in Microsoft Office
If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
#J-18808-Ljbffr