Home
London, Greater London
Trainee Paraplanner

Trainee Paraplanner

Taylor James Professional Recruitment

Posted 22 days ago, valid for 2 days

London, Greater London EC2V7NQ, England

£40,000 - £48,000 per annum

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

The firm is seeking an experienced Financial Services Administrator or Junior Paraplanner with around 2 years of IFA or financial planning administration experience.
The role involves providing administrative and technical support to advisers, processing new business applications, and writing suitability reports.
Candidates with previous paraplanning experience and those studying towards a level 4 diploma are preferred.
The starting salary for this position is up to £45,000, along with discretionary bonuses of approximately 10% of the salary.
Additional benefits include hybrid working, 30 days of holiday plus bank holidays, full study support, and an extended benefits package.

Are you an experienced Financial Services Administrator/ Junior Paraplanner looking to join a firm committed to developing your technical skillset?

We are looking to speak with experienced administrators/ junior paraplanners who are keen to develop their technical experience moving forward.

Duties & responsibilities will include: (not limited to)

Providing administrative & technical support to the Advisers
To be the first point of contact for clients
To process new business applications across the key financial products
Writing suitability reports
Product research
Ensuring that financial transactions are completed correctly & compliantly
Preparing for client review meetings
Attending meetings
Acquiring client portfolio valuations
Actioning LOAs

The candidate:

c 2 years + IFA/ financial planning administration experience (essential)
Previous paraplanning experience (desirable)
Studying towards level 4 diploma (desirable)

What’s on offer:

Starting basic salary of up to c £45,000
Discretionary bonuses (c10% of salary)
Hybrid working
30 days holiday + bank holidays (rising)
Full study support
Extended benefits package

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

Apply now in a few quick clicks