At a Glance
- Tasks: Support financial advisers by compiling research packs and writing suitability reports.
- Company: Reputable IFA practice in London with a focus on client service.
- Benefits: Competitive salary, hybrid working, and comprehensive training.
- Other info: Dynamic environment with opportunities for professional growth.
- Why this job: Join a growing team and make a real impact in financial services.
- Qualifications: Minimum three R0 exams passed and relevant experience in finance.
The predicted salary is between 31500 - 38500 £ per year.
My client is a highly reputable IFA practice based in the city, seeking a motivated Junior Paraplanner to join their growing team. You'll play a key role in delivering first-class client service and ensuring smooth administration across pensions, investments, and platforms. You'll work closely with senior paraplanners to support financial advisers, compiling compliant research packs, writing suitability reports, managing new business submissions, and liaising with providers. You'll be fully trained to understand how the firm works and the ongoing requirements of its clients.
What We're Looking For:
- Minimum three R0 exams passed, working towards Dip(PFS)
- Relevant experience supporting Independent Financial Advisers
- Strong technical knowledge of pensions and investments
- Proficiency with Microsoft Word, Excel and PowerPoint
- Experience writing Suitability Reports and compiling compliant client files
- Experience with investment platforms and pension provider liaison
- Degree-level education
- Excellent attention to detail, written communication, and numeracy
- Professional telephone manner and strong time management skills
- Hardworking, positive attitude and good team player
Junior Paraplanner, London | Hybrid | £38,000–£44,000 (experience dependent) employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
