Junior Paraplanner - Pavilion Recruitment Solutions : Job Details

Job Description:

We are seeking a Junior or trainee Paraplanner to join our team in Sussex within our migrations team. In this role, you will work closely with financial advisors across the group to support the migration of business (where appropriate) to our centralised investment proposition. This is a great opportunity to work as a team with opportunity to progress as a paraplanner.

Responsibilities:

• Conduct comprehensive financial analysis to assist in the development of financial plans
• Use financial planning software to model various scenarios and projections.
• Prepare and review investment proposals and reports for clients.
• Collaborate with advisors to develop and implement customized financial strategies.
• Stay abreast of industry trends, regulations, and changes in financial markets.
• Ensure compliance with regulatory requirements and company policies.
• Maintain accurate and up-to-date client records.

Requirements:

• Ideally progress towards CII L4 Diploma
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in financial planning software and Microsoft Office.
• Attention to detail and high level of accuracy.
• Ability to work collaboratively in a team environment.
• Knowledge of financial markets, products, and investment strategies.
• Understanding of regulatory and compliance requirements in the financial industry.
• Prior experience in a similar role within the financial services sector
• Prior use of Genovo and / or Intelliflo Office would be useful