Junior Paraplanner

Are you an ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression?

We are exclusively partnered with one of the City of London’s leading independent financial planning firms, currently hiring a Trainee/ Junior Paraplanner.

Key Requirements

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• Previous IFA Admin/ paraplanning experience (essential)
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• Studying towards CII Level 4 (desirable)
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Role Overview

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• Act as the Director's first point of contact for clients
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• Maintain accurate and up-to-date client records
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• Support clients throughout the onboarding process
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• Arrange client meetings and annual reviews
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• Follow up on actions from client meetings
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• Process client transactions in line with company and FCA requirements
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• Prepare compliant suitability reports
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• Conduct investment and fund research to support recommendations
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• In depth understanding of the financial planning process
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The Package (not limited to)

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• Starting basic salary of up to c£45,000
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• Bonus Scheme
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• Hybrid working (3 days in the office)
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• 30 days holiday + bank holidays (rising)
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• Full study support
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• Private Medical Insurance
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• Life Cover
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• Company Pension Scheme
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• Social Events
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To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn.