Our client is looking for a commercially minded and articulate individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in Tring. You will support 3 Financial Advisers, along with a team of support staff and administrators. This position will be office-based and will support training development and provide funding for RO exams to encourage the candidate to become diploma qualified.
Junior Paraplanner Key Responsibilities:
* Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
* Providing technical resource to the adviser team
* Acting as an effective point of liaison between adviser and support teams
* Contributing to the continued improvement of the client experience and the firm’s knowledge base
* Collating regulatory documentation to accompany advice
In order to be able to meet the demands of the role, it is anticipated that the successful candidate will:
* be willing to study and take RO exams to become diploma-qualified
* have worked as a paraplanner or financial administrator previously
* have experience in dealing with common financial planning product solutions
* be able to demonstrate their ability to work under pressure
* have day-to-day involvement with clients
* be capable of drafting concise and accurate correspondence
* have previous experience working within an SJP Practice (although not essential)
Support for professional study is available, and the company actively encourages staff to progress in their careers.