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Junior paraplanner

Borehamwood
£25,000 - £30,000 a year
Posted: 15h ago
Offer description

We are looking for a Junior Paraplanner for our clients based in Elstree. You will be providing vital paraplanning and administrative support to a team of wealth advisers. We are ideally looking for a candidate who wants to be a career paraplanner. Our client will consider both part diploma qualified and fully qualified candidates for this role. 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 (1 year minimum) - 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

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