Junior Paraplanner - Crawley

Artemis Recruitment Consultants; Crawley; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A growing financial firm is seeking a dedicated Junior Paraplanner to support a team of wealth advisers in Crawley. This role includes vital paraplanning and administrative tasks, offering the opportunity for hybrid working and competitive salary. Applicants with administrative experience and relevant qualifications in financial planning are invited to apply.

Qualifications

• Previous administrative and paraplanning experience required.
• Familiar with major research systems.
• Experience in the Pension Switch market.

Responsibilities

• Provide vital paraplanning support to the team of wealth advisers.
• Research products and financial planning solutions.
• Prepare recommendation reports for client meetings.

Skills

Technical support

Research skills

Administrative skills

Excellent IT skills

Proficient in Microsoft Office

Education

Level 4 qualification in Financial Planning

CII exam results

Tools

Cashcalc

Salesforce

FE Analytics

Job description

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We are looking for a Junior Paraplanner for our clients based in Crawley. You will be providing vital paraplanning and administrative support to a team of wealth advisers. This position will allow hybrid working from their office in Crawley, with a competitive salary and career progression available.

Responsibilities:

• Provide vital paraplanning support to the team of wealth advisers

• Research products, financial planning solutions and investment strategies

• Prepare recommendation reports for client meetings

• Provide a high level of technical support

• Assist advisers with client management

• Provide advisers and clients with technical reports and information

• Ensure high worth investment transactions are carried out accurately

Experience and qualifications:

• Previous administrative and paraplanning experience required

• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate

• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)

• Experience of the Pension Switch market

• Experience of administration of IHT or Investment products

• Excellent IT skills and proficient in Microsoft Office

If you would like to apply for this role, then please submit your CV to [emailprotected]

Apply for this job

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Junior Paraplanner - Crawley

We are looking for a Junior Paraplanner for our clients based in Crawley. You will be providing vital paraplanning and administrative support to a team of wealth advisers. This position will allow hybrid working from their office in Crawley, with a competitive salary and career progression available.

Responsibilities:

• Provide vital paraplanning support to the team of wealth advisers

• Research products, financial planning solutions and investment strategies

• Prepare recommendation reports for client meetings

• Provide a high level of technical support

• Assist advisers with client management

• Provide advisers and clients with technical reports and information

• Ensure high worth investment transactions are carried out accurately

Experience and qualifications:

• Previous administrative and paraplanning experience required

• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate

• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)

• Experience of the Pension Switch market

• Experience of administration of IHT or Investment products

• Excellent IT skills and proficient in Microsoft Office

If you would like to apply for this role, then please submit your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }