Junior Paraplanner jobs in London - career progression available

The Specialists in Financial Services Recruitment

Job Details

Junior Paraplanner Paraplanner
Reference ID: 1595
  • Salary/OTESalary of £28,000 - £32,000 plus monthly bonuses
  • Vacancy LocationLondon
  • RemunerationEmployed
  • RegionLondon
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



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.