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Junior Paraplanner

Artemis Recruitment Consultants Ltd
Posted 11 hours ago, valid for a month
Location

Tring, Hertfordshire HP23 5FP, England

Salary

£24,000 - £28,800 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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  • Our client is seeking a Junior Paraplanner to join their SJP Practice's Paraplanning Team in Tring.
  • The role involves supporting three Financial Advisers and requires previous experience as a paraplanner or financial administrator.
  • Candidates should be willing to study for RO exams to achieve diploma qualification and have experience with common financial planning products.
  • The position is office-based and offers a salary of £30,000 per year, along with support for professional development.
  • Interested applicants should email their CV to Josie at Artemis Recruitment.

Our client is looking for a commercially-minded and articulate individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in Tring. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will be office based and will support training development and provide funding for RO exams, to encourage the candidate to become diploma qualified.

Key Responsibilities:

- Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets- Providing technical resource to the adviser team- Acting as an effective point of liaison between adviser and support teams- Contributing to the continued improvement of the client experience and the firm’s knowledge base - Collating regulatory documentation to accompany adviceIn order to be able to meet the demands of the role it is anticipated that the successful candidate will:

- be willing to study and take RO exams to become Diploma qualified- have worked as a paraplanner or financial administrator previously - have experience of dealing with the common financial planning product solutions- be able to demonstrate their ability to work under pressure- have day-to-day involvement with clients- be capable of drafting concise and accurate correspondence - have previous experience working within an SJP Practice (although not essential)

Support for professional study is available and the company actively encourages staff to progress their careers.

If you are interested in this position, please email your CV to Josie at Artemis Recruitment.

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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.