Entry Level Paraplanner

Office Angels; Chelmsford; On-site; GBP 26,000 - 27,000; Full time

Job description

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 meetings

Ideal 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 learn, develop, and progress within the Financial Services sector

Qualifications
We're looking for candidates who meet the following criteria:

• A or B in GCSE Maths is essential
• Strong A Levels or a graduate
• CII Financial Adviser Exam or exams are ideal, but not mandatory

What my client offers
You will benefit from:

• A competitive salary of £26,000 - £27,000 per annum
• Opportunities for professional development and progression including sponsorship for financial services related qualifications
• A supportive and friendly team environment
• A comprehensive benefits package, including pension plans

If you're ready to embark on an exciting career journey in Financial Services and meet the qualifications above, we would love to hear from you!

Apply Now!
Don't miss out on this fantastic opportunity to become part of a forward-thinking company that values growth and development. Send your CV today and take the first step towards a rewarding career as an Entry Level Paraplanner!