Entry Level Paraplanner

• 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
• Arranging the Advisor's diary and arranging annual reviews
• Running the Advisor back-office system
• Welcoming clients and ensuring a positive experience during Adviser meetings
• Point of contact for the clients on behalf of the Advisor

• 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
• 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

CII Financial Adviser Exam or exams

• 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
• Pay rises for each financial services related exam passed