Junior Paraplanner

Job

Location:

Basingstoke

Salary: £30,000 - £40,000 Per Annum

Employment Type:

Permanent

• Location:
  
  Basingstoke , Greater London
• Type:
  Permanent
• Job #90956
• Salary: £30,000 - £40,000 Per Annum

Are you an experienced IFA Administrator or Wealth Planning Assistant looking to take the next step into Paraplanning? We’re working with a well-established, independent financial planning firm looking to appoint a Junior Paraplanner to join their growing technical team. This is an excellent opportunity to develop your technical knowledge, work alongside experienced Paraplanners and Financial Advisers, and progress your career within a supportive environment.

• Assist in preparing suitability reports and recommendation letters.
• Conduct research on pensions, investments, protection and financial planning solutions.
• Produce illustrations, valuations and comparison reports.
• Support Financial Advisers and Senior Paraplanners with technical case preparation.
• Liaise with providers, clients and third parties to progress cases.
• Maintain accurate client records and ensure all documentation is FCA compliant.
• Assist with annual reviews, fund research and cashflow modelling.
• Keep up to date with financial planning legislation and regulatory changes.

• Experience with in an IFA or financial planning environment.
• Previous experience as an IFA Administrator, Client Support Administrator or Wealth Planning Assistant.
• Studying towards, or completed, the Level 4 Diploma in Financial Planning.
• Strong interest in developing a career in Paraplanning.
• Excellent communication and organisational skills.
• High attention to detail and ability to manage multiple priorities.
• Experience using Intelligent Office, Xplan or other financial planning systems is advantageous.