An excellent opportunity has arisen for an experienced Junior Paraplanner to join a small, established Independent Financial Advice firm based in central, London. Working as part of an existing team, you will work closely with our Senior Paraplanners and Financial Advisers, providing high-quality research, technical and administrative support across an established client bank. This is a varied role offering the opportunity to develop your technical knowledge and play an important part in delivering a high-quality service to clients. Full training will be provided to ensure you understand our processes, advice proposition and the ongoing requirements of our clients. We are looking for someone with relevant experience in financial services who is organised, technically capable and takes real pride in producing accurate, high-quality work. Previous experience supporting a number of Independent Financial Advisers Strong technical knowledge of pensions and investments High level of competency in Microsoft Word, Excel and PowerPoint Experience using investment platforms and liaising with pension and investment providers A professional and engaging telephone manner Key responsibilitiesResearch & Analysis Liaise with pension and investment providers to obtain accurate and up-to-date information Prepare accurate Data Capture Forms (DCFs) Produce client-facing presentations using PowerPoint and Excel for advisers to use during client meetings Working within the firm's established advice process, you will help ensure that pension and investment business is processed efficiently and in line with regulatory and compliance requirements. Maintaining accurate and current client information within the CRM Maintain your professional development through CPD, seminars and professional examinations Following successful completion of probation, you will receive an excellent benefits package, including: Quarterly bonus scheme Exam and professional examination allowance Private Medical Insurance and Travel Insurance Gym membership Pension scheme This is an ideal opportunity for an ambitious financial services professional looking to join a close-knit team where you will have genuine responsibility, ongoing support and the opportunity to continue developing your technical expertise and career within an established IFA business.
FINANCIAL PLANNING PARAPLANNER in London employer: Artemis Recruitment Consultants Ltd
Join a leading financial advisory firm in Glasgow, where you will thrive in a supportive and collaborative environment dedicated to your professional growth. With an established client portfolio and a commitment to high-quality financial advice, you'll enjoy competitive benefits including a generous salary, discretionary bonuses, and opportunities for career advancement. Experience a workplace that values strong client relationships and offers a positive team culture, making it an excellent choice for your next career move.
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Artemis Recruitment Consultants Ltd Recruitment Team
