+ (Depending on Experience), full study support, excellent benefits, and hybrid working
My client, a well-established independent financial advice business near Stevenage, is seeking a driven individual to join their team. Known for providing top-tier advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections, they have built a lasting reputation and are experiencing impressive growth.
Key Responsibilities
- Attending client meetings with Advisers and taking detailed notes
- Preparing comprehensive suitability reports for follow-up client meetings
- Conducting product research and making recommendations
- Preparing detailed cashflow analysis for client presentations
- Liaising with product providers and investment specialists
- Administering client files and documenting client meetings
- Providing support for client meetings, including scheduling
- Actively participating in annual client review meetings once up to speed
Candidate Requirements
- Achieved or currently studying towards a Diploma in Financial Planning
- Knowledge of pensions and drawdown contracts is desirable but not essential
This role offers a structured training program to build your technical knowledge and direct client exposure, paving the way for future progression into an Adviser role. The firm values a family-supportive environment and has a strong community presence. They offer hybrid working (3 days in the office, 2 days from home after probation) and fantastic benefits, including a wellbeing suite.
With a history of promoting Junior Paraplanners to Paraplanner roles, this is a tried and tested route for career progression. If you are eager for success and looking for a rewarding career path, this opportunity could be perfect for you.
If this Junior Paraplanner role interests you or if you'd like to discuss other opportunities, please get in touch. For more details contact Joanna Clark.