At a Glance
- Tasks: Support clients, maintain records, and conduct investment research in a dynamic financial environment.
- Company: Leading independent financial planning firm in the City of London.
- Benefits: Up to £45,000 salary, bonus scheme, hybrid working, and 30+ days holiday.
- Other info: Enjoy social events and a supportive team culture.
- Why this job: Kickstart your career with a firm that invests in your growth and development.
- Qualifications: Previous IFA Admin experience and studying towards CII Level 4 preferred.
The predicted salary is between 43000 - 45000 £ per year.
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
Junior Paraplanner employer: Taylor James Professional Recruitment
Join a prestigious firm of financial planners in Kettering, where you will be supported in your professional growth as a Trainee Paraplanner. With a competitive salary and an extensive benefits package, our collaborative work culture fosters development and encourages you to thrive alongside experienced advisers. This is an excellent opportunity to gain hands-on experience in the financial planning sector while contributing to meaningful client outcomes.
Contact Details:
Taylor James Professional Recruitment Recruitment Team
