Junior Paraplanner

TN United Kingdom; St Albans; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Junior Paraplanner to provide high-quality financial planning support. This role involves working closely with Financial Advisors to develop comprehensive financial plans, ensuring compliance with regulations, and maintaining accurate client records. The ideal candidate will possess strong analytical skills, attention to detail, and proficiency in Microsoft Office. This is a fantastic opportunity to grow within a prestigious international wealth management firm, offering competitive salary and benefits, as well as career advancement opportunities.

Qualifications

• Minimum of 1 year experience as a Paraplanner in wealth management.
• Started industry leading qualifications like Diploma in Financial Planning.

Responsibilities

• Conduct research and analysis for comprehensive 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

Microsoft Office Proficiency

Education

Diploma in Financial Planning

Tools

Microsoft Excel

Microsoft Word

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.