Junior Paraplanner

Eden Rose; Basingstoke; On-site; GBP 30,000 - 40,000; Full time

Job summary

Eden Rose in the United Kingdom is seeking a Junior Paraplanner to join a growing technical team within a well-established independent financial planning firm.

You will assist in suitability reports, pensions and investments research, and support advisers and senior paraplanners with case preparation, while developing your technical expertise and pursuing the Level 4 Diploma in Financial Planning.

Qualifications

• Experience in an IFA or financial planning environment.
• N/A
• Studying towards the Level 4 Diploma in Financial Planning.

Responsibilities

• 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 FCA compliance.

Skills

Financial planning exp

Communication skills

Organisational skills

Attention to detail

Intelligent Office

Xplan

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office

Xplan

Job description

Job Ref: 90956

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

The Opportunity

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.

Key Responsibilities

• 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.

About You

• Experience within 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.