Junior Paraplanner

Assist senior paraplanner in preparing and maintaining client files.

- Conduct research on financial products, investment strategies, and market trends.

- Prepare suitability reports and financial planning documents.

- Liaise with clients to gather necessary information and clarify details.

- Support the implementation of financial plans and strategies.

- Stay updated on industry regulations and compliance standards.

- Collaborate with team members to ensure efficient workflow and client satisfaction.

- Undertake any additional tasks or projects as assigned by management.

We are seeking a motivated and detail-oriented individual to join our team as a Junior Paraplanner. The ideal candidate will be part-qualified and working towards the Level 4 Diploma in Regulated Financial Planning or similar with some paraplanner experience and looking to develop their career within the financial services industry., Ideally at least part-qualified in or working towards a relevant financial services qualification (e.g., Diploma in Regulated Financial Planning or similar).

- Strong analytical skills and attention to detail.

- Excellent communication and interpersonal skills.

- A high standard of written communication

- Ability to work effectively both independently and as part of a team.

- Proficiency in Microsoft Office Suite and financial planning software.

- A desire to learn and develop within the role.

- Knowledge of FCA regulations and compliance standards (desirable).