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Hybrid working, Bonus, Study Support & Career Progression Plan An excellent opportunity has risen for a very well-established Wealth Management firm based near Colchester in Essex. Due to expansion and an internal promotion, they are now looking to take on a Junior Paraplanner within their team and offer them a clear career path. They have been providing high-quality financial and investment planning services to their clients for over 20 years. They really value their clients, providing them with non-jargon based and highly ethical advice, resulting in exceptional client loyalty, a testament to this is that they do not advertise for new business, it is all generated through referrals and recommendations from their existing clients. They equally value their staff, looking to provide them with careers rather than jobs and strive to constantly provide them with a friendly, supportive and nurturing working environment. They provide advice across pension, investments, protection and intergenerational financial planning along with trust an estate planning advice, across the Essex, Hertfordshire and central London region. Experience is useful, but team fit, drive, attitude and personality are more important to them, as they can provide training to cover any skills gaps and knowledge. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. I am looking for a candidate with previous technical experience in a Financial Administrator or some Paraplanner exposure, who also possesses the above personality traits. The duties of the Junior Paraplanning role will be to work close with a couple of the Advisers, eventually providing them with end-to-end Paraplanning support, once you are fully up to speed. This will include attending client meetings, taking detailed notes, then assist with product research, make recommendations to the Adviser and prepare bespoke and templated suitability reports based on your findings. You will then discus this further with the Adviser, before attending follow up meetings with the Adviser and client, fine tune the reports where appropriate. In addition, you will help with the annual review process and review investment performances. As the Junior Paraplanner you will be provided with support and training at ever step, ensuring work is fully complaint and prepared to the exacting standards of the firm. To be eligible for this role, our client will consider a Financial Administrator that is looking for their first move into a Paraplanning role, or someone with current Paraplanning experience, but is looking for a clear career path to becoming and Adviser and wants to get involved in the more technical aspects of the Paraplanning role. As full study support will be provided, our client will look at applicants that are just about to start out of their Level4 qualifications and those that already have some of them or those that are already level 4 qualified. This is a fantastic opportunity for a talented individual who is looking to join an established but growing practice with a supportive culture where the client always comes first and provide a fundamentally essential role in the business to ensure ongoing success. If this Junior Paraplanner opportunity is of interest, please contact or send your CV Sam at Financial Divisions
Client Overview: A reputable firm of Chartered Financial Planners, located in South Bristol, is seeking a full-time Junior Paraplanner to join their office-based Adviser Support team. This firm has grown organically, driven solely by their commitment to providing professional financial advice and maintaining client satisfaction. Job Description: We are seeking a full-time Junior Paraplanner to support the office-based Adviser Support team. In this role, you will provide essential administrative and technical support to ensure the accuracy and efficiency of the firm's financial advice process. Key Responsibilities: Provide administrative support to Advisers and technical assistance to other staff members Compile recommendation paperwork, including writing suitability reports Produce tax calculations (e.g., Inheritance Tax, Capital Gains Tax) Prepare client valuations and source fund/investment information Maintain client and research records in compliance with procedures and policies Undertake product research, analysis, and due diligence checks Liaise with clients, providers, and professional connections via phone and written correspondence Submit new business via online systems, chase as necessary, and verify work carried out by providers Ensure documents are prepared ahead of client meetings Requirements: Experience in an office environment Excellent telephone manner and interpersonal skills Keen attention to detail and strong written English skills Sound numerical skills and ability to multitask effectively Critical thinking and problem-solving abilities Strong command of IT, including Office365 (Word, Excel, Teams) Working knowledge of investments, pensions, and tax Diploma-level qualifications preferred Experience with Intelligent Office or similar back office systems Familiarity with O&M, Selectapension, and provider systems Benefits: Highly competitive salary with bonus potential Non-contributory pension scheme (8% employer contribution) Group life cover and group PHI 25 days holiday per year plus Bank Holidays
Full-Time, Career Progression Full study support, excellent benefits and hybrid working My client with offices near Stevenage is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire. The business has very ambitious plans to expand and grow organically and they are looking to take on either a Fully Diploma Qualified Paraplanner or Junior Paraplanner that is working towards their diploma . The firm has experienced impressive expediential growth over the last 15 years. Our client boasts a family supportive environment as well as the opportunity to progress and grow your career. They have long standing relationships with their clients and are valued members of their community. Working closely alongside the firms Pension Specialists and Financial Planners, knowledge pensions and drawdown contracts would be desirable but is not essential for this position. If you have achieved or are studying towards Diploma in Financial Planning this could be the perfect role for you. Responsibilities include- Junior Paraplanner Attending client meetings with the Advisers Taking detailed notes and then preparing comprehensive suitability reports for follow up client meetings Conducting product research on behalf of the Advisers and making recommendations Preparing detailed cashflow analysis to present back to the clients Liaising with product providers and Investment specialists Administering client files and documenting client meetings Providing support for client meetings including scheduling meetings Once up to speed, taking an active part in the annual client review meeting They can provide a structured training program to help build on current technical knowledge, alongside greater direct client exposure, to help with your progression into an Adviser role at a point in the future. Having already promoted a number of Junior Paraplanners into Paraplanner roles, this is a tried and tested route for our client, so they are actively seeking someone that wants to become an Adviser. My client is very open with regards to what they can offer a candidate career-wise, the firm is growing following numerous recommendations and referrals so the there is a plenty of scope for a rewarding career. They offer 3 days in the office and 2 days working from home after probation and fantastic benefits including a wellbeing suite as well as a real career path for candidates that are hungry for success. If this Junior Paraplanner role sounds of interest or any other roles, I am working on please get in touch. For more details, please contact Sam Negbenebor at Financial Divisions