Junior Paraplanner

Job Summary/Introduction

Junior Paraplanner

Salary: £28,000 - £32,000 per annum

Location: Manchester city centre

Keywords: Pension, paraplanner, DipFA, Financial Services, Wealth Management, Graduate Job, University graduate

Our client is actively seeking an exceptionally organised and motivated professional to enhance their team as a Junior Paraplanner. This crucial position underpins the firm's operations by providing vital administrative support and facilitating close collaboration with advisory teams. The ideal candidate will have a desire to progress in the pensions and financial services sectors, with a strong preference for backgrounds in financial planning and wealth management.

• Competitive salary of £28,000 - £32'000 per annum
• Monday to Friday working hours 09.00am - 17.00pm
• Based in Manchester city centre (Office based)
• Genuine progression opportunities with paid training

Job details:

As a Junior Paraplanner, you will play a pivotal role in supporting the smooth operation of our client's firm.

• Research financial products for example pension schemes.
• Preparing reports that include key insights and recommendations for financial advisors.
• Keeping client records up to date
• Conducting due diligence
• Provide administrative support to financial advisors.
• Check for compliance with financial regulations.
• Preparing client financial plans:
• Prepare recommendations for financial advisors.

What you bring:

• Ideally some paraplanning experience or good pensions knowledge
• Backgrounds in financial planning and wealth management business are highly desirable.
• Exceptional organisational skills are required to manage daily interactions efficiently.
• Strong communication skills are needed to facilitate effective collaboration within the team.
• Ability to execute administrative tasks promptly while adhering to internal policies and regulatory requirements.

What's next:

If you're ready to take your career to the next level as a Junior Paraplanner don't hesitate, apply online today!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates