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Junior Paraplanner

Job Description

Technical Analysts - Junior Paraplanner

Highly respected Chartered Financial Planning Firm is looking for well presented Junior Paraplanner to join their team, based in Central London. The company continues to nurture its independence and work for a more equal, balanced and sustainable future in collaboration with its clients.

Key responsibilities
- Supporting the financial planners and advisors in research and analysis to meet client needs and objectives
- Ensuring all client requirements are followed through to the appropriate conclusion
- Preparing client review, financial plans and suitability reports
- Assisting the technical manager with annual technical reviews of services and products
- Individual workflow and task delivery as well as maintaining internal relationships to help maintain business flow

What we are looking for from you
- Exposure to wealth management
- Background in research and Financial Planning
- Minimum level 4 diploma in Finance
- Working knowledge of Word, Excel and other Microsoft Office Programs
- Background or knowledge of economics would be preferred
- Good knowledge of research tools - Morning star/FE Dimensional returns
- Quick-thinking, able to meet all challenges and work well within a team
- Ideally some expertise using Voyant or Curo CRM

Benefits

- 20 days holiday + bank holidays (3 used for Christmas + New year)
- Generous pension scheme
- Bupa cover (after qualifying time period)

If you fit the above criteria and are looking to join a forward-thinking Chartered Financial Planning Firm, please apply now with an up-to-date CV and will be in touch shortly.





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