Paraplanner

Paraplanner

Are you passionate about financial planning and eager to take the next step in your career in a dynamic, growth-oriented environment? Our client seeks a dedicated and driven individual to join our team as a Junior Para Planner. As a company experiencing significant expansion, we are committed to nurturing talent and supporting your professional growth by providing additional qualifications and hands-on experience.

Client:

Our client is at the forefront of financial planning, assisting our clients in achieving their long-term financial goals. Our firm is known for its commitment to excellence, innovation, and client-centric services. With our rapid growth, we are dedicated to investing in the development of our team members.

The Role:

As a Para Planner, you will work closely with our experienced team to support the financial planning process. Your responsibilities will include:

• Conducting research and analysis to assist in developing comprehensive financial plans
• Assisting in the preparation of client presentations and reports
• Collaborating with advisors to gather and organize client information
• Participating in ongoing training and professional development opportunities provided by the company

Requirements:

• A strong interest in pursuing a career in financial planning and currently either be working in Financial Administration or a Para Planning role
• To have obtained several financial qualifications and heading toward Diploma status
• Excellent analytical and problem-solving skills
• Strong attention to detail and organizational abilities
• Eagerness to learn and grow within the financial services industry

Salary/Benefits:

• Opportunity to work in a fast-growing firm with a supportive team environment
• Comprehensive training and development programs, including support for additional qualifications
• Competitive compensation package with benefits (Bonus – good pension – free parking)
• A chance to contribute to meaningful work that directly impacts clients' financial well-being