Entry Level Paraplanner, Office Angels

Entry Level Paraplanner

Office Angels

Location:
United Kingdom, Chelmsford

Category:
Finance

Contract Type:
Employment contract

Salary:

26000.00 - 27000.00 GBP / Year

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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' 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!

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
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

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

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

Additional Information:

Job Posted:
April 28, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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