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Junior Paraplanner job in Gloucestershire

Junior Paraplanner

An excellent opportunity for a Junior Paraplanner to join the Financial Planning department of this successful business which provides independent financial advice and investment management services to both private and corporate clients.

We are looking for an enthusiastic individual with a positive attitude who possesses a willingness and desire to learn and progress. A meticulous and methodical approach to all work undertaken is essential. You will have previous experience working within financial services and ideally a Cert PFS qualification.

The Junior Paraplanner will work as part of the Financial Planning department, which offers investments and pensions advice, supporting two Partners and a Director.

Day to day responsibilities will include:

  • Preparing recommendations and writing financial planning reports.
  • Creating monthly valuations.
  • Liaising with clients, some of which are Ultra High Net Worth clients.
  • Liaising with product providers/professional connections.
  • Researching Investments.
  • Working alongside the administration team.
  • Drafting tender documents and presentations.
  • Conducting research, analysing and presenting the results using modelling tools as appropriate.
  • Drawing up reports and drafting client communications
  • Ensuring administrative and compliance processes are followed to required timescales.

To hear more about this opportunity and the excellent benefits included please submit your application by clicking apply and we will be in touch!