Reed Financial Planning are actively looking to recruit a Trainee Paraplanner on a permanent basis to join a longstanding client of ours within their expanding Financial Planning team.
It truly is a very exciting time to join this growing team in their contemporary office in Gloucester which offers free parking, ongoing support with training including professional exams and genuine progression.
As the Junior Paraplanner, you will play a crucial role in supporting their clients' financial goals by providing accurate and comprehensive planning assistance. If you're passionate about financial services and thrive in a collaborative environment, they would love to hear from you!
Some of your responsibilities will include:
- Prepare Recommendations and Reports: Craft well-researched financial planning reports and recommendations for our diverse client base.
- Monthly Valuations: Create and maintain monthly valuations to track investment performance.
- Client Liaison: Interact with clients, including Ultra High Net Worth individuals, ensuring exceptional service delivery.
- Investment Research: Conduct thorough investment research to inform decision-making.
- Administration Support: Collaborate with the administration team to streamline operations.
- Draft Tender Documents and Presentations: Assist in preparing compelling tender documents and presentations.
As a Junior Paraplanner, you'll thrive in this role if you have at least two years of experience in financial services. Your methodical approach, attention to detail, and having a positive attitude will contribute to their collaborative team environment.
Benefits:
- Hybrid Working
- Profit-Share Scheme
- Flexi-Time
- Annual Salary Review
- Health and Wellbeing Support
- Generous Holiday Allowance
- Regular social Events
If keen to consider, please apply and I will get in touch.