Entry Level Paraplanner
£26,000 - £27,000 per annum
Chelmsford, Essex
Monday-Friday, 9am-5pm
Are you ready to kickstart your career in the exciting world of Financial Services? We're on the lookout for an enthusiastic and dedicated Entry Level Paraplanner to join my clients' dynamic team in Chelmsford! If you have a passion for numbers, a keen eye for detail, and a desire to learn and grow, this is the perfect opportunity for you!
Key Responsibilities
As an Entry Level Paraplanner, you will play a crucial role in supporting the Financial Advisers. Your day-to-day activities will include:
Conducting thorough research on Pension, Investment, and Protection options
Preparing Discussion Documents for Financial Adviser Meetings
Managing the Pre-Submission Process efficiently
Crafting detailed Suitability Reports
Serving as the primary point of contact for Self-employed Advisers regarding fund and portfolio enquiries
Welcoming clients and ensuring a positive experience during Adviser meetingsIdeal Skills
To thrive in this role, you should possess:
The ability to work under pressure and remain composed
A fast-learning ability to adapt to the vibrant environment
Meticulous attention to detail to ensure accuracy in all tasks
Strong problem-solving skills to tackle challenges head-on
Excellent time management skills to meet deadlines
Comfortable with numbers, as you will be working with financial data regularly
A genuine desire to le...