Junior Paraplanner

  • Job Reference: 1001
  • Date Posted: 13 June 2024
  • Recruiter: Independent Resourcing Consultancy
  • Location: Saint Albans, Hertfordshire
  • Salary: £22,000 to £26,000
  • Bonus/Benefits: + Commission
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Maria Inglis
  • Email: maria@ircfs.com

Job Description

Job Advertisement: Junior Paraplanner for Prestigious International Wealth Management Firm in the St. Albans

We are representing a prestigious international wealth management firm in the Watford area, seeking an experienced and qualified Junior Paraplanner to join the team. As a Junior Paraplanner, you will work closely with Financial Advisors to deliver high-quality financial planning support to clients.

Requirements:
- A minimum of 1 years of experience as a Paraplanner in the wealth management industry
- Started to undertake industry leading qualifications such as Diploma in Financial Planning or equivalent
- Strong analytical and problem-solving skills
- Exceptional attention to detail and organizational abilities
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office, including Excel and Word

Responsibilities:
- Conduct thorough research and analysis to support Financial Advisors in developing comprehensive financial plans for clients
- Prepare reports, proposals, and other documents to be presented at client meetings
- Ensure compliance with industry regulations and internal policies
- Maintain accurate and up-to-date client records and documentation
- Support Financial Advisors in all aspects of client service

Offering a competitive salary and benefits package, as well as opportunities for career advancement within an international network. If you meet the above requirements and are passionate about providing top-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.

Please submit your resume and cover letter to maria@ircfs.com with the subject line "1001 Junior Paraplanner - Watford Area" or click to apply today.