Paraplanner

Are you a Junior Paraplanner or Financial Administrator looking for your next challenge? Do you have industry experience and a willingness to learn, work well in a team, and have a friendly, but professional manner? If so, we have the perfect opportunity for you!

At Berry Wealth Management, we provide expert financial advice with a commitment to placing our clients at the heart of everything we do. Our aim is to be the adviser of choice for people, businesses, and people in business. We are currently seeking a Junior Paraplanner to join our team, working closely with our financial planners and valued clients.

As a Junior Paraplanner, you will be responsible for preparing and producing suitability reports, as well as providing technical research services to our Financial Advisers, covering a variety of advice types…. Interested?

What we need you to bring to the team:

• Administrative experience within a financial services environment.
• Experience in report writing advantageous.
• Diploma qualified or working towards.
• Proficient IT skills in core Microsoft Office Systems.
• Excellent verbal and written communications with an eye for detail.
• Strong ability to work effectively within a team.
• Professional Integrity.

What we will offer in return:

• A great salary and benefits package.
• Funded exams and paid study day.
• A relaxed, encouraging and supportive environment.
• Annual team day out plus frequent social events throughout the year.

What’s next?
If you are ready to join us, then click apply and complete the short application process (3-4 mins).

Telephone Interviews will be held Mid March, with face-to-face interviews to be held as second stage of the recruitment process.

One last thing:

We believe in the power of diversity and strongly encourage applicants from all parts of society to apply.

You may have a background of the following: Financial Administrator, Paraplanner, Junior Paraplanner, Financial planner, Technical Administrator, Financial Services, Financial Administration, Financial Assistant, Junior Financial Analyst, Financial Coordinator, Investment Assistant, Wealth Management Associate, Financial Planning Associate, Investment Coordinator, Junior Financial Planner, Financial Operations Assistant, Wealth Advisor Assistant, Pensions Administrator etc.

Emerald Starfish are working exclusively with this client on a retained basis.

NO AGENCIES PLEASE.

Why work for us?
We are a small family run business, with a great team of like-minded people. We work in a friendly, and supportive environment and are passionate about what we do.

Location: Market Harborough, LE16 9HE
Salary: £25,000 – £35,000 DOE
Contract: Full Time, Permanent
Benefits:

• A competitive salary
• Company pension
• 25 days holiday, plus bank holidays
• Funded exams and paid study day
• Annual team day out plus frequent social events throughout the year

REF-212 097