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Junior Paraplanner

Job LocationCoventry
EducationNot Mentioned
Salary25,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent,full-timeB

Job Description

Job Title: Junior ParaplannerSalary: £25,000 - £30,000Location: CoventryThe Company:Our client is a chartered financial advisory firm that provide a truly holistic approach their clients. They specialize investments, pensions, employee benefits, tax planning and long-term care.They are small firm with a friendly office that prioritize loyalty and provide in-house training for each member of the team.The Role:This position would suit someone who has previous experience in an IFA administration role and a good understanding of the services they provide. Due to the nature of the firm and their reputation as a chartered practice, an interest in completing the level4 diploma in financial planning is essential.The role will involve handling all administration for the financial advisors including research and report writing. You will be expected to pitch in where needed and support the financial advisors a with various duties. It is very important that you arealso willing to learn, progress and grow with the company.Daily Duties:

  • Research and analytics.
  • General office and administrative duties.
  • Opportunity for involvement with investment analysis
  • Research and apply information requests.
  • Writing suitability letters.
Essential Requirements:
  • A very good understanding of industry products such as pensions and investments.
  • At least 3 years experience providing IFA administration support.
  • Willingness to learn, adapt and keep up to date with regulations and products.
  • Working towards the level 4 diploma in financial planning.
  • Competent speaking with clients on their financial plans.
Desired Requirements:
  • Leve 4 Diploma in Financial Planning
  • Experience using back-office systems such Intelliflo, Voyant or XPlan.
Benefits:
  • Fantastic training programme, studying support and funding.
  • Team orientated work environment.
  • Fast track progression.
If you are interested in hearing more about this position, please click apply now.

Keyskills :
Financial AdvisoryFinancial PlanningPensionsSuitabilityTraining Programme

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