An exciting opportunity has emerged with a well-established Wealth Management firm located near Colchester in Essex. As a result of expansion and internal advancement, they are seeking to recruit a Junior Paraplanner to join their team and provide a clear career path. With over 20 years of experience, they have been delivering top-tier financial and investment planning services to their clientele.
Renowned for their commitment to clients, they offer highly ethical advice, resulting in exceptional client loyalty. Their business thrives solely on referrals and recommendations from existing clients, a testament to their exceptional service. They prioritise their employees, aiming to cultivate careers rather than jobs, and foster a friendly, supportive, and nurturing work environment.
My client offers comprehensive financial advice covering pension, investments, protection, intergenerational financial planning, as well as trust and estate planning advice across Essex, Hertfordshire, and central London.
While experience is advantageous, they value team fit, drive, attitude, and personality above all else. They provide training to bridge any skills gaps and knowledge deficiencies. They seek a flexible and confident Junior Paraplanner willing to contribute to the ongoing development and growth of the team.
The ideal candidate will have technical experience in Financial Administration or some exposure to Paraplanning. As Junior Paraplanner you will work closely with Advisers, eventually providing end-to-end Paraplanning support once fully acclimated. Responsibilities include attending client meetings, taking detailed notes, conducting product research, making recommendations, preparing suitability reports, and assisting with the annual review process and investment performance reviews.
Full study support will be provided, making this opportunity suitable for Financial Administrators transitioning into Junior Paraplanning roles or experienced Paraplanners seeking a clear career path towards becoming an Adviser. Candidates at various stages of their Level 4 qualifications are encouraged to apply.
This role offers an excellent opportunity for a talented individual to join a thriving practice with a supportive culture, where client satisfaction is paramount. If you are interested in this Junior Paraplanner opportunity, please contact, or send your CV to Joanna Clark.