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Entry Level Paraplanner

United Kingdom, Colchester 28000.00 GBP / Year · Job Posted July 02, 2025
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Job Description

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' small team in the outskirts of Colchester! 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!

Job Responsibility

  • 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

Requirements

  • 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

Nice to have

CII Financial Adviser Exam or exams

What we offer

  • 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

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