Junior Paraplanner

JR United Kingdom; Borehamwood; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established Wealth Management firm seeks a Junior Paraplanner to join their supportive team in Borehamwood. This role offers a clear career path towards becoming a qualified Adviser, with full study support for Level 4 qualifications. The firm emphasizes a nurturing work environment and values client relationships built on trust and referrals. Ideal candidates will possess a blend of technical experience and personal attributes like drive and flexibility. This is a fantastic opportunity to grow within a respected practice that prioritizes both client and staff satisfaction.

Qualifications

• Candidates can be Financial Administrators seeking a Paraplanning role.
• Full study support for Level 4 qualifications is provided.

Responsibilities

• Provide end-to-end Paraplanning support and assist Advisers.
• Attend client meetings and prepare suitability reports.

Skills

Technical experience in Financial Administration

Paraplanner exposure

Team fit

Drive

Flexibility

Attitude

Education

Level 4 qualifications

Job description

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Junior Paraplanner – Route to Qualified Paraplanner

Location: Borehamwood, Hertfordshire

About the Company:

An excellent opportunity has risen for a very well-established Wealth Management firm with offices based near Borehamwood in Hertfordshire. Due to expansion and an internal promotion, they are now looking to take on a Junior Paraplanner within their team and offer them a clear career path.

They have been providing high-quality financial and investment planning services to their clients for over 30 years. They really value their clients, providing them with non-jargon based and highly ethical advice, resulting in exceptional client loyalty, a testament to this is that they do not advertise for new business, it is all generated through referrals and recommendations from their existing clients. They equally value their staff, looking to provide them with careers rather than jobs and strive to constantly provide them with a friendly, supportive and nurturing working environment. They provide advice across pension, investments, protection and intergenerational financial planning along with trust and estate planning advice, across Hertfordshire and central London region.

About the Role:

Experience is useful, but team fit, drive, attitude and personality are more important to them, as they can provide training to cover any skills gaps and knowledge. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.

Responsibilities

• Work close with a couple of the Advisers
• Provide end-to-end Paraplanning support
• Attend client meetings
• Take detailed notes
• Assist with product research
• Make recommendations to the Adviser
• Prepare bespoke and templated suitability reports
• Help with the annual review process

Qualifications

To be eligible for this role, our client will consider a Financial Administrator that is looking for their first move into a Paraplanning role, or someone with current Paraplanning experience, but is looking for a clear career path to becoming and Adviser and wants to get involved in the more technical aspects of the Paraplanning role. As full study support will be provided, our client will look at applicants that are just about to start out of their Level4 qualifications and those that already have some of them or those that are already level 4 qualified.

Required Skills

Previous technical experience in a Financial Administrator or some Paraplanner exposure

Preferred Skills

Personality traits such as team fit, drive, attitude, and flexibility

Pay range and compensation package

This is a fantastic opportunity for a talented individual who is looking to join an established but growing practice with a supportive culture where the client always comes first and provide a fundamentally essential role in the business to ensure ongoing success.

If this Junior Paraplanner opportunity is of interest, please contact or send your CV to [emailprotected]