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Entry level paraplanner

Colchester (Essex)
Permanent
Office Angels
Posted: 4h ago
Offer description

Entry Level Paraplanner £28,000 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: Conducting thorough research on Pension, Investment, and Protection options Preparing Discussion Documents for Financial Adviser Meetings Managing the Pre-Submission Process efficiently Crafting detailed Suitability Reports Arranging the Advisor's diary and arranging annual reviews Running the Advisor back-office system Welcoming clients and ensuring a positive experience during Adviser meetings Point of contact for the clients on behalf of the AdvisorIdeal Skills To thrive in this role, you should possess: The ability to work under pressure and remain composed A fast-learning ability to adapt to the vibrant environment Meticulous attention to detail to ensure accuracy in all tasks Strong problem-solving skills to tackle challenges head-on Excellent ...

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