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Permanent

Junior Paraplanner

Ipswich
money-bag 30000.00-30000.00 Annual
3078037339
Posted 1 week ago

This fantastic opportunity is an opportunity to secure a trainee paraplanner position, where you can learn and gain fantastic new skills.Initially offered as a 12 month contract, this client has a great track record of keeping individuals who have been placed on contracts.On offer: Private Medical, Private Dental, Generous pension of 8%, hybrid working, discounted rates, qualifications funded and yearly bonus (when permanent) We are seeking a diligent and detail-oriented Junior Paraplanner to join our clients financial services team. This entry-level role offers an excellent opportunity to develop your skills within the financial planning sector, supporting senior advisers with report writing, analysis, and client documentation. The successful candidate will possess strong organisational and communication skills, with a keen interest in financial planning and have come from a previous IFA background, within an administration function.ResponsibilitiesAssist in preparing comprehensive financial reports and documentation for clientsUndertaking report writingConduct analysis of client financial dataSupport senior paraplanners and advisers with administrative tasks and client correspondenceMaintain accurate records using Microsoft Office applications, including Word, Excel, and OutlookOrganise client files and ensure compliance with company policies and proceduresContribute to the preparation of meeting agendas and follow-up documentationProvide excellent customer service by respo

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