Junior Paraplanner
Douglas White Ltd
Junior Paraplanner
£30000
Douglas White Ltd, Liverpool
- Full time
- Permanent
- Remote working
Posted 2 weeks ago, 3 May | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: 025d91a51bea4a0ea2d1425d0471b7af
Full Job Description
Assist senior paraplanner in preparing and maintaining client files.
- Conduct research on financial products, investment strategies, and market trends.
- Prepare suitability reports and financial planning documents.
- Liaise with clients to gather necessary information and clarify details.
- Support the implementation of financial plans and strategies.
- Stay updated on industry regulations and compliance standards.
- Collaborate with team members to ensure efficient workflow and client satisfaction.
- Undertake any additional tasks or projects as assigned by management.
We are seeking a motivated and detail-oriented individual to join our team as a Junior Paraplanner. The ideal candidate will be part-qualified and working towards the Level 4 Diploma in Regulated Financial Planning or similar with some paraplanner experience and looking to develop their career within the financial services industry., Ideally at least part-qualified in or working towards a relevant financial services qualification (e.g., Diploma in Regulated Financial Planning or similar).
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- A high standard of written communication
- Ability to work effectively both independently and as part of a team.
- Proficiency in Microsoft Office Suite and financial planning software.
- A desire to learn and develop within the role.
- Knowledge of FCA regulations and compliance standards (desirable).