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JUNIOR PARAPLANNER (Structured career path) - London - c £35/37k plus...

Financial Divisions
Posted a day ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This is an excellent opportunity for a degree-educated IFA Administrator/Junior Paraplanner with 2 to 3 completed RO papers to join a reputable London business.
  • The role offers a salary commensurate with experience, along with paid study and a bonus structure.
  • Responsibilities include onboarding clients, processing fund switches, and writing suitability reports across various financial advice areas.
  • The position promotes hybrid working and provides a structured career path towards Paraplanning, making it ideal for career-minded professionals.
  • Candidates must have current IFA Admin/Junior Paraplanning skills and evidence of CII Level 4 exam success.

Plus paid study, bonus, hybrid working, excellent long term career opportunity

This represents an excellent opportunity for a degree educated, experienced IFA Administrator/Junior Paraplanner with 2 to 3 completed RO papers to join a well established reputable London business offering you the potential to expand your skills and knowledgeOpportunity Highlights

** Superb dream opportunity for a talented, career minded professional

**Totally career enhancing with a structured path towards Paraplanning

** Responsibilities include onboarding Clients, illustrations, letters of valuation, liaising with platform providers, processing fund switches, drawdowns, writing suitability reports

** Advice given across pensions, investments, IHT and estate planning** Be part of a dynamic team, perfect for personal development** Hybrid working

** Strong education background to Degree Level essential** Current IFA Admin/Junior Paraplanning skills with evidence of CII Level 4 exam successTo learn more about this role, please contact Jim Maddison at Financial Divisions

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.