A long established and successful financial advisory practice now requires a Junior Paraplanner to join their Amersham office. This is a key role within their small friendly team, you will be working with highly successful Financial Adviser and Senior Paraplanners who will provide you with ongoing training and guidance. The right individual will have at least one years experience working within an IFA/Wealth Management practice and will ideal have some previous experience of writing basic suitability reports
You will ideally have made some progress with RO exams and will want to study for the Diploma in Financial Planning.
The role will be split between 75% Paraplanning & 25% Office Administration, the role will include but is not limited to –
- Supporting the Paraplanners and Financial Consultants
- Financial Report Writing
- Annual review valuation reports
- Attend client meetings alongside consultants
- Obtaining additional information from providers regarding transactions/fund research/withdrawals/annual allowances
- Fund research etc
You will have regular meetings with your line manager who will provide you with ongoing training and guidance. You will have the opportunity to further progress into a full Paraplanning position and further, you will also be given full support for all market exams.
This is an exceptional opportunity for an individual who is seeking to further develop both their technical and face to face client skills.