This is your opportunity to join a dynamic financial planning firm based in Derby, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to each client's unique needs and goals. We believe in fostering a collaborative environment where professionals can grow and thrive.
Position Overview:We are seeking a motivated and detail-oriented Junior Paraplanner to join our team in Derby. The Junior Paraplanner will work closely with our senior paraplanners and financial advisors to support the delivery of high-quality financial plans and advice to our clients. This is an excellent opportunity for an individual looking to start their career in financial planning and gain valuable experience in a fast-paced environment.
Responsibilities:
1. Assist senior paraplanners and financial advisors in gathering client information and conducting research to support the financial planning process.
2. Prepare financial planning reports, including cash flow projections, investment analyses, and retirement planning scenarios.
3. Conduct analysis of client financial data, investment portfolios, and insurance coverage to identify opportunities for optimization.
4. Assist in the preparation of client meetings, including organizing documents and presentations.
5. Maintain accurate client records and documentation in...