Junior Paraplanner job in London - ideal for current IFA Administrators

The Specialists in Financial Services Recruitment

Job Details

Junior Paraplanner Paraplanner
Reference ID: 1419
  • Salary/OTESalary of £26,000 - £32,000 plus benefits
  • Vacancy LocationLondon
  • RemunerationEmployed
  • RegionLondon
Job description

Are you a current Financial Planning Administrator and looking to step up to a Junior Paraplanner job in London?

Our well-established client with a proven track record of developing their team is seeking a motivated individual looking to progress their career in Financial Services. Full support to achieve CII DipPFS provided.

As Junior Paraplanner, you will be working closely with their Senior Paraplanner and Financial Advisors. Your responsibilities will include:

  • Producing suitability reports for presentation
  • Ensure advice provided is fully compliant
  • Prepare client financial plans and strategies
  • Analyse client data and prepare cash flow analyses using Voyant
  • Prepare post review summaries
  • Participate in client meetings with the Financial Advisors, where required

Junior Paraplanner Requirements

  • You should have 2+ years’ experience as a Financial Planning Administrator
  • Ideally, you should have some experience of paraplanning duties such as report writing, research and analysis
  • Individuals with qualifications toward their Level 4 Diploma would be beneficial

The Company

The company have been established for over 10 years with a great reputation of providing clients with a highly personal. They are focused on building long term relationships with clients based on trust, open communication and honest advice. You will benefit from a collaborative and supportive working environment

Junior Paraplanner Benefits

  • Salary of £26,000 - £32,000 depending on experience and qualifications plus benefits 
  • Benefits include pension, life cover, critical illness cover, discretionary bonus, support towards CII qualifications and hybrid working
  • Working in a collaborative and supportive environment 
  • 3 days home based and 2 days office based in Central London

Location

London

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Apply for this job position
Please tick this box to confirm your consent to us holding and processing your data under the terms and conditions of the Data Protection Regulations.