Entry Level Paraplanner

Entry Level Financial Advisor
£28,000 per annum + Bonus
Colchester, Essex
Monday-Friday, 9am-5pm

*MUST drive due to the location of the business

Are you ready to kickstart your career in the exciting world of Financial Services? We're on the lookout for an enthusiastic and dedicated Entry Level Financial Advisor to join my clients' small team in the outskirts of Colchester! If you have a passion for numbers, a keen eye for detail, and a desire to learn and grow, this is the perfect opportunity for you!

Key Responsibilities

As an Entry Level Financial Advisor, you will play a crucial role in supporting the Financial Advisers. Your day-to-day activities will include:

• Conducting thorough research on Pension, Investment, and Protection options
• Preparing Discussion Documents for Financial Adviser Meetings
• Managing the Pre-Submission Process efficiently
• Crafting detailed Suitability Reports
• Arranging the Advisor's diary and arranging annual reviews
• Running the Advisor back-office system
• Welcoming clients and ensuring a positive experience during Adviser meetings
• Point of contact for the clients on behalf of the Advisor

Ideal Skills

To thrive in this role, you should possess:

• The ability to work under pressure and remain composed
• A fast-learning ability to adapt to the vibrant environment
• Meticulous attention to detail to ensure accuracy in all tasks
• Strong problem-solving skills to tackle challenges head-on
• Excellent time management skills to meet deadlines
• Comfortable with numbers, as you will be working with financial data regularly
• A genuine desire to learn, develop, and progress within the Financial Services sector

Qualifications

We're looking for candidates who meet the following criteria:

• A or B in GCSE Maths is essential
• Strong A Levels or a graduate
• CII Financial Adviser Exam or exams are ideal, but not mandatory

What my client offers You will benefit from:

• Opportunities for professional development and progression including sponsorship for financial services related qualifications
• A supportive and friendly team environment
• A comprehensive benefits package, including pension plans
• Pay rises for each financial services related exam passed

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.