Junior Paraplanner

Job Description

You will be joining a reputable business with competitive basic salary and excellent benefits. We have been working hard to build up our client base and have been very successful in doing so, and now have the capacity to take on a new role who has an excellent Independent Financial Services administration / office management / paraplanning knowledge and background to be based in our Ipswich office. The role is to support the designated Wealth Manager(s) in their capacity to provide holistic Financial Planning Advice, whilst meeting their administrative / paraplanning / research technical needs.

This is a new role, and we are looking for someone who can provide hybrid support to their manager and occasionally team in both client services administrative tasks and paraplanning support, especially where more technical calculations, research and analysis is needed. This role would be expected to assist with the more traditional paraplanning functions (report writing and customer service functions on and ad hoc basis.  As a new right person for this role would be able to help in tailoring it to be right for not just the business but also for them too.

This role will require the person to be office based during their training and once that has been satisfactorily completed there is the opportunity to participate in our agile working process which would allow them, with approval from their line manager to work from home up to three days a week. This is a good role for someone looking to change direction from just paraplanning and wants more variation in their working day.  This role will also allow the individual to be considered for future career development to become a training Wealth Manager if that is something they should desire or possible Office Manager. We would also welcome someone who did not want to progress their career any further than this role as stability is just as important as progression.

We are looking for a proactive individual, who has the passion and drive to succeed in a fast paced, professional Financial Services environment, has excellent understanding or experience of working in a Financial Services back-office function.

It is important you can work independently, with little supervision and also be an integral part of a Wealth Management Support Pod.

Skills & Experience Required

• Excellent communication skills both written and verbal, with the ability to adjust to meet target audience needs.
• Self-motivated, accountable and committed with excellent team player skills.
• Ability to work alone with minimum supervision, whilst being within a team and proactively contributing to it (ideas, suggestions, etc).
• Strong organisational skills with flexibility to meet different tasks, requirements and expectations whilst remaining calm, and be able to prioritise accordingly whilst meeting deadlines.
• Strong analytical skills with attention to detail and accuracy.
• Ability to problem solve using various techniques.
• Ability to analyse and comment on various Tax Planning scenarios such as Lifetime Allowance and Annual Allowance.
• Excellent IT skills particularly using Microsoft Office suite, Word, Excel, & Outlook
• Previous experience of Microsoft Teams and Intelligent Office would be advantageous.
• Previous experience in providing both paraplanning and Client administration within an IFA environment.

Qualifications

• GCSE English and Maths (or equivalent)
  CII Level 4 Diploma in Financial Planning (or working towards qualification)