Job Details

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

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