Entry Level Paraplanner

Entry Level Paraplanner 26,000 - 27,000 per annum Chelmsford, Essex Monday-Friday, 9am-5pmAre 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 optionsPreparing Discussion Documents for Financial Adviser MeetingsManaging the Pre-Submission Process efficientlyCrafting detailed Suitability ReportsServing as the primary point of contact for Self-employed Advisers regarding fund and portfolio enquiriesWelcoming clients and ensuring a positive experience during Adviser meetingsIdeal Skills To thrive in this role, you should possess:The ability to work under pressure and remain composedA fast-learning ability to adapt to the vibrant environmentMeticulous attention to detail to ensure accuracy in all tasksStrong problem-solving skills to tackle challenges head-onExcellent time management skills to meet deadlinesComfortable with numbers, as you will be working with financial data regularlyA genuine desire to learn, develop, and progress within the Financial Services ..... full job details .....
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