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Entry Level Paraplanner

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Office Angels

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Location:
United Kingdom , Chelmsford

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Category:
Finance

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Contract Type:
Employment contract

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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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