FAQs
What is the job title for this position?
The job title is Junior Paraplanner.
What type of working environment is offered?
A hybrid working environment is offered.
What experience is required for this position?
The ideal candidate will have around 1 year of Paraplanning experience.
Are there any specific qualifications needed for the role?
Ideally, candidates will hold a few RO exams or will be fully Level 4 Diploma qualified.
What are the main responsibilities of a Junior Paraplanner?
Main responsibilities include assisting in the preparation of financial plans and reports, conducting research, analyzing client portfolios, maintaining accurate client records, ensuring compliance, and providing administrative support.
What skills are required for this position?
Strong written and verbal communication skills, proficiency in Microsoft Office Suite, the ability to work independently and as part of a team, and a desire to pursue a career in financial planning.
What is the salary for this role?
The basic salary is up to £40,000.
Are there any additional benefits offered with this position?
Yes, a good discretionary bonus, a strong benefits package, opportunities for professional development and career advancement, and a supportive work environment are offered.
Is prior experience as an Administrator relevant to this job?
Yes, Administrators with exposure to paraplanning will also be considered for the role.
What is the company’s commitment towards employee growth?
The company is committed to fostering a collaborative work environment that encourages continuous learning and professional growth.