Entry Level Paraplanner

Entry Level Paraplanner 28,000 per annum + Bonus Colchester, Essex Monday-Friday, 9am-5pm MUST drive due to the location of the businessAre 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!Key ResponsibilitiesAs 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 ReportsArranging the Advisor''s diary and arranging annual reviewsRunning the Advisor back-office systemWelcoming clients and ensuring a positive experience during Adviser meetingsPoint of contact for the clients on behalf of the AdvisorIdeal 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 ..... full job details .....
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