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

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

Role Overview

• Act as the Director's first point of contact for clients
• Maintain accurate and up-to-date client records
• Support clients throughout the onboarding process
• Arrange client meetings and annual reviews
• Follow up on actions from client meetings
• Process client transactions in line with company and FCA requirements
• Prepare compliant suitability reports
• Conduct investment and fund research to support recommendations
• In depth understanding of the financial planning process

The Package (not limited to)

• Starting basic salary of up to c£45,000
• Bonus Scheme
• Hybrid working (3 days in the office)
• 30 days holiday + bank holidays (rising)
• Full study support
• Private Medical Insurance
• Life Cover
• Company Pension Scheme
• Social Events

To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn.