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Assistant Paraplanner - Part qualified

  • Ref: JH1704

My client is looking for a Assistant Paraplanner to join their highly successful Wealth Management company. Within this role you will gain great insight into the variety of roles and products used within the company. As a Assistant Paraplanner you will also be given the chance to attain Industry qualifications within CII and you will be supported both financially and also with study time.

Assistant Paraplanner - Part qualified responsibilities include...

Your responsibilities will include:

  • Providing administrative support to Paraplanners and Advisers.
  • Provide support in the analysis and reviewing of investments, pension transfers, income drawdown and ISAs.
  • Developing and maintaining technical and industry knowledge to ensure continual development.
  • Collating client information, and preparing documents for client meetings

Assistant Paraplanner - Part qualified requirements include...

As a Assistant Paraplanner you will be expected to begin to learn the process of drafting suitability reports, whilst gaining knowledge on a holistic range of investment products and communicating with clients and colleagues.

You currently must have a background that relates to the wider banking or financial services industry. Be actively looking for a route forward to a more technical based role and be committed to study further.

Excellent offices - with team culture. This is a growing and thriving business that needs to train staff for the future growth of the business.


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