Back to search
Junior Paraplanner | London | Full Time | £24,000-£26,000 per annum
Our client is a London based Independent Financial Adviser firm dedicated to providing tailored financial solutions to their diverse client base. Their team is committed to helping clients achieve their financial goals through personalised advice and strategic planning.
They are currently recruiting for a motivated individual to join their team as a Junior Paraplanner. No prior experience is required as training will be provided in house. This position may be suitable for a recent graduate (non-essential).
As a Junior Paraplanner, you will receive comprehensive training and support to assist our experienced financial advisers in various tasks related to client service and financial planning. This role offers an excellent opportunity to gain hands-on experience and develop valuable skills in a fast-paced and collaborative environment.
Are you the right person for the job?
- Strong communication skills and a proactive attitude
- Excellent attention to detail and organisational abilities
- Ability to work effectively both under their own initiative and as part of a team
- Proficiency in Microsoft Office suite, particularly Excel and Word
What will your role look like?
- Liaising with clients, third parties, and providers to gather detailed information.
- Analysing data received by clients and providers, and using research tools to provide solutions to meet client needs and objectives.
- Assist in the preparation of financial planning reports ahead of client meetings
- Maintain accurate records and documentation in compliance with industry & firm regulations
- Collaborate with team members on ad-hoc projects and initiatives
What can you expect in return?
- Competitive salary with opportunities for growth and advancement
- Comprehensive training program tailored to your development needs
- Exposure to a wide range of financial planning concepts and strategies
- A supportive and inclusive work environment where your contributions are valued
What's next? It's easy! Click “APPLY” now! We can't wait to hear from you!
Your data will be handled in line with GDPR.
