Junior Paraplanner (Graduate)

Key Responsibilities Paraplanning Support (Junior Level) Assist with compiling information needed for financial plans and risk recommendations Draft and format basic financial planning and/or risk documents based on adviser instructions and templates Support the preparation of Statement of Advice documentation (where required), using company templates and compliance guidelines Assist with customer portfolio review packs and reports by checking data accuracy and updating standard sections Help review customer risk cover information and gather updated details for adviser review Client Service & Relationship Support Handle routine client enquiries professionally and escalate complex issues where needed Assist with quotations, new applications, and follow-ups with product providers Request, collect and capture policy and account information accurately Maintain client records and CRM notes to ensure information is complete and up to date Administration & Team Support Diary and appointment c...