Junior Paraplanner

This Junior Paraplanner job presents a fantastic opportunity for you to join a growing financial planning firm and take the next step in your career within a supportive and ambitious environment.

As a Junior Paraplanner, you will play a key role in supporting financial advisers by delivering high quality research, analysis and client documentation. This Junior Paraplanner job is ideal for someone currently in a financial services administration role who is looking to step up into paraplanning and develop their technical knowledge across investments, pensions and protection.

In this Junior Paraplanner job, you will:

• Produce clear, compliant suitability reports and client documentation
• Conduct technical research and support advisers with recommendations
• Assist with gathering and analysing client information
• Liaise regularly with advisers and provide updates on cases
• Maintain accurate and compliant client records
• Support wider administrative...