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Junior Paraplanner

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Job Summary/Introduction Junior Paraplanner Salary: £26,000 - £28,000 per annum Location: Manchester city centre

Keywords: Pension, paraplanner, DipFA, Financial Services, Wealth Management, Graduate Job, University graduate

Our client is actively seeking an exceptionally organised and motivated professional to enhance their team as a Junior Paraplanner. This crucial position underpins the firm's operations by providing vital administrative support and facilitating close collaboration with advisory teams. The ideal candidate will have a desire to progress in the pensions and financial services sectors, with a strong preference for backgrounds in financial planning and wealth management.

  • Competitive salary of £26’000 - £28’000 per annum
  • Monday to Friday working hours 09.00am – 17.00pm
  • Based in Manchester city centre (Office based)
  • Genuine progression opportunities with paid training

Job details:

As a Junior Paraplanner, you will play a pivotal role in supporting the smooth operation of our client's firm.

  • Research financial products for example pension schemes.
  • Preparing reports that include key insights and recommendations for financial advisors.
  • Keeping client records up to date
  • Conducting due diligence
  • Provide administrative support to financial advisors.
  • Check for compliance with financial regulations.
  • Preparing client financial plans:
  • Prepare recommendations for financial advisors.

What you bring:

  • University graduate or pensions/financial advisory background looking to move into wealth management.
  • Backgrounds in financial planning and wealth management business are highly desirable.
  • Exceptional organisational skills are required to manage daily interactions efficiently.
  • Strong communication skills are needed to facilitate effective collaboration within the team.
  • Ability to execute administrative tasks promptly while adhering to internal policies and regulatory requirements.

What's next:

If you're ready to take your career to the next level as a Junior Paraplanner don't hesitate, apply online today!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Contract Type: FULL_TIME

Specialism: Accountancy & Finance

Focus: Financial Planning & Analysis

Industry: Accountancy

Salary: £26,000 - £28,000 per annum

Workplace Type: On-site

Experience Level: Associate

Location: City Of Manchester

Job Reference: 5SIWY7-FE477153

Date posted: 28 January 2025

Consultant: Tom Halsall

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