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.