Job Details

Job description

This Junior Paraplanner job in London provides the opportunity to join a modern business, that was founded on the belief that everyone should have access to high quality financial advice.

You will be joining a team of 3 other Paraplanners, who actively support their Financial Advisors. Your responsibilities will include:

• Producing key documentation such as fund switch letters, withdrawal letters and preparing suitability / recommendation reports
• Preparing client valuations and annual review packs
• Obtaining required information
• Undertaking analysis of existing financial planning solutions to determine whether they meet the client’s current needs and objectives
• Undertaking fund performance and illustration comparisons
• Contacting clients to arrange appointments

Junior Paraplanner Requirements

• You should have 2 years’ experience within financial planning as an Administrator or Junior Paraplanner
• Individuals working towards Diploma in Financial Planning would be preferable but not essential

The Company

This growing financial planning firm is focused on ensuring everyone can access high quality financial advice. Their team of 15, which consists of Management, Financial Advisors, Paraplanners, Compliance and Administrators work well together.

Junior Paraplanner Benefits

• Salary of £28,000 - £32,000 plus monthly bonus
• 25 days holiday plus bank holidays
• Normal working hours of 9am – 5:30pm, Monday to Friday
• Office based role with 1 day working from home
• Supportive team environment focused on achieving the best for each other

Location

London

Call us now on 0208 0044 154 or click Apply

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