Junior Paraplanner Job in City of London, Greater London

Junior Paraplanner Job in City of London, Greater London. Apply for the latest City of London, Greater London jobs in Accounting/Financial/Insurance.

Junior Paraplanner Job in City of London, Greater London

Job Description
Junior Paraplanner – City of London – £30,000 to £35,000 dependent on experience (also negotiable if experience is relevant) – Full study support, career progression & hybrid working (3 days in office 2 days working from home).

Do you have a minimum 2 years experience working within Financial Planning as either a Junior Paraplanner or Financial Planning Administrator . Do you want to work for a company that will fully support your studies, provide career progression and enjoy modern offices with a happy team and hybrid working?

Company

Our client based in the City of London provides holistic and bespoke wealth management services to business owners and HNWI’s . Highly trusted and respected with a strong track record of developing their staff, most of whom have been with them for many years.

Role

Due to their success and continued growth, now looking for a Junior paraplanner to work closely with the Director as well as supporting other paraplanners. As Junior Paraplanner your duties will include:-

* Producing suitability reports for presentation

* Ensure advice provided is fully compliant

* Prepare client financial plans and strategies

* Analyse client data and prepare cash flow analyses

* Prepare post review summaries

Person

As Junior Paraplanner you will have:-

* Minimum 2 years experience as a Junior Paraplanner or Financial Planning Administrator

* Experience of liasing with product/investment providers and platforms

* Ability to produce clear and accurate suitabality reports

* Excellent communication skills both verbally and written

* Attention to detail & highly organized

In return you will enjoy working in a professional, positive and team orientated environment which due to their success are growing and will fully support your studies to progress your career in Financial Services.

Junior Paraplanner Paraplanner Trainee Paraplanner Financial Planning Administrator IFA Administrator

Job Type: Permanent, Full Time
Location: City of London, Greater London
Category: Accounting/Financial/Insurance
City: City of London
County: City and County of the City of London
Country: United Kingdom
Salary: £30000 – £35000/annum + Study Support & Hybrid Working
Benefits: Study Support & Hybrid Working