We are seeking a motivated and detail-oriented Junior Paraplanner to join our dynamic Financial Planning team in Staverton. As a Junior Paraplanner, you will play a crucial role in supporting our clients’ financial goals by providing accurate and comprehensive planning assistance. If you’re passionate about financial services and thrive in a collaborative environment, we’d love to hear from you!

Some of your responsibilities will include:

  • Prepare Recommendations and Reports: Craft well-researched financial planning reports and recommendations for our diverse client base.
  • Monthly Valuations: Create and maintain monthly valuations to track investment performance.
  • Client Liaison: Interact with clients, including Ultra High Net Worth individuals, ensuring exceptional service delivery.
  • Investment Research: Conduct thorough investment research to inform decision-making.
  • Administration Support: Collaborate with the administration team to streamline operations.
  • Draft Tender Documents and Presentations: Assist in preparing compelling tender documents and presentations.

As a Junior Paraplanner, you’ll thrive in this role if you have at least two years of experience in financial services. Your methodical approach, attention to detail, and having a positive attitude will contribute to our collaborative team environment

Benefits:

  • Direct Application Bonus
  • Hybrid Working
  • Profit-Share Scheme
  • Flexi-Time
  • Annual Salary Review
  • Health and Wellbeing Support
  • Generous Holiday Allowance
  • Regular social Events

Join our close-knit team and contribute to our clients’ financial well-being. Apply today!