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
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Junior Paraplanner in London 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
