Junior Paraplanner

Independent Resourcing Consultancy; St Albans; On-site; GBP 30,000 - 40,000; Full time

Job summary

A prestigious international wealth management firm near St. Albans is seeking a qualified Junior Paraplanner. The role involves collaborating with Financial Advisors to provide clients with comprehensive financial planning support. Ideal candidates will have at least a year of experience and be pursuing relevant qualifications. The firm offers a competitive salary and benefits package, with pathways for career advancement.

Benefits

Competitive salary

Career advancement opportunities

Qualifications

• Minimum 1 year experience as a Paraplanner in wealth management.
• Started pursuing relevant industry qualifications.
• Ability to work independently and collaboratively.

Responsibilities

• Conduct thorough research and analysis for financial plans.
• Prepare reports and documents for client meetings.
• Ensure compliance with regulations and maintain client records.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Organizational abilities

Education

Diploma in Financial Planning

Tools

Microsoft Office

Job description

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Job Advertisement: Junior Paraplanner for Prestigious International Wealth Management Firm in the St. Albans

We are representing a prestigious international wealth management firm in the Watford area, seeking an experienced and qualified Junior Paraplanner to join the team. As a Junior Paraplanner, you will work closely with Financial Advisors to deliver high-quality financial planning support to clients.

Requirements:
- A minimum of 1 years of experience as a Paraplanner in the wealth management industry
- Started to undertake industry leading qualifications such as Diploma in Financial Planning or equivalent
- Strong analytical and problem-solving skills
- Exceptional attention to detail and organizational abilities
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office, including Excel and Word

Responsibilities:
- Conduct thorough research and analysis to support Financial Advisors in developing comprehensive financial plans for clients
- Prepare reports, proposals, and other documents to be presented at client meetings
- Ensure compliance with industry regulations and internal policies
- Maintain accurate and up-to-date client records and documentation
- Support Financial Advisors in all aspects of client service

Offering a competitive salary and benefits package, as well as opportunities for career advancement within an international network. If you meet the above requirements and are passionate about providing top-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.

Please submit your resume and cover letter to with the subject line "1001 Junior Paraplanner - Watford Area" or click to apply today.