Entry Level Paraplanner

Office Angels; Colchester; On-site; GBP 28,000; Full time

Job summary

A leading company in Financial Services is seeking an Entry Level Paraplanner to join its vibrant team in Colchester. This role offers the chance to learn and develop while supporting Financial Advisers in crucial tasks such as research and client interactions. Candidates should demonstrate strong attention to detail, problem-solving abilities, and a genuine interest in advancing their career in finance. Competitive salary and bonuses available for dedicated individuals keen to progress.

Benefits

Opportunities for professional development

Supportive team environment

Comprehensive benefits package including pension

Pay rises for exams passed

Qualifications

• Enthusiastic and dedicated individuals with a passion for financial services.
• Fast learners comfortable with numbers and financial data.
• Candidates who are keen to grow within the industry.

Responsibilities

• Conduct thorough research on Pension, Investment, and Protection options.
• Prepare Discussion Documents and manage the Pre-Submission Process.
• Craft detailed Suitability Reports and welcome clients.

Skills

Attention to detail

Problem-solving

Time management

Education

GCSE Maths (A or B)

Strong A Levels or a graduate

CII Financial Adviser Exam

Job description

Entry Level Paraplanner
£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 Paraplanner 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 Paraplanner, 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

If you're ready to embark on an exciting career journey in Financial Services and meet the qualifications above, we would love to hear from you!

Apply Now! Don't miss out on this fantastic opportunity to become part of a forward-thinking company that values growth and development. Send your CV today and take the first step towards a rewarding career as an Entry Level Paraplanner!

Office Angels is an employment agency. We are an equal opportunities employer who put 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. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

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.