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Form of work
SalaryJunior Paraplanner
Salary: £35,000 - £40,000
Location: Worcester/Bromsgrove area
An excellent opportunity to join an Independent Financial Advice Business located in the Worcester/Bromsgrove area.
Responsibilities: - Assist Senior paraplanners and financial advisors in preparing financial plans and investment recommendations - Conduct research on investment products, market trends, and financial planning strategies - Prepare client meeting materials, including reports and presentations - Coordinate and manage client data and documentation - Assist with client communication and follow-up - Maintain accurate records and documentation of client interactions
Skills: - Strong analytical and problem-solving skills - Excellent attention to detail and organizational abilities - Knowledge of financial planning concepts and investment products - Ability to work independently and as part of a team - Strong written and verbal communication skills - Ability to prioritise tasks and meet deadlines
Desired:
- Previous experience working in a similar role within financial planning
- Strong understanding of financial products including pensions and investments
- Willingness to learn and undertake industry relevant qualifications
The Junior Paraplanner will play a key role in supporting the financial planning process by assisting senior paraplanners and financial advisors in various tasks. This position requires strong analytical skills, attention to detail, and the ability to work effectively both independently and as part of a team. The Junior Paraplanner will have the opportunity to learn about investment products, financial planning strategies, and market trends while gaining practical experience in the field. This is an excellent opportunity for someone looking to start their career in the financial services industry.
About us
TLP Recruitment has been placing Supply Chain, Logistics, Engineering and Manufacturing professionals for over 20 years. For more information on TLP, or to view our current portfolio of vacancies, please visit our website. Please note that it is our policy to add the details of all applicants to our database.
TLP Recruitment acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Please note that by applying for this position you consent to TLP processing and storing your personal data for the purposes of providing you with work finding services. We process your personal data in accordance with data protection laws, which require us to give you a Privacy Statement to explain how we manage your personal data. Our full Privacy Statement is available to view on the TLP website, or it can be provided upon request.
