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Junior Paraplanner

Posted 20 November 2017 by Hays Specialist Recruitment Limited Ended

A boutique firm of IFA's based in central London are looking to recruit an aspiring Junior Paraplanner.



A boutique firm of Independent Financial Advisers based in central London are looking to recruit an aspiring Junior Paraplanner. The business specialise in providing financial planning and investment solutions to high net-worth individuals. The firm will nurture and support the development of the successful candidate towards their career in financial advice.


  • Completing fact-finding documentation with clients, including additional questionnaires when appropriate
  • Researching and preparing policy information for clients in order to report, recommend and arrange a wide range of financial products, including pensions, protection, savings and investments
  • Entering and maintaining client records onto back office software
  • Organising strategic review meetings with advisers and their clients
  • Working within work flows on the back office systems (Intelligent Office & Microsoft Sharepoint)
  • Writing client-specific suitability reports
  • Maintain template suitability reports
  • Liaising with advisers on current cases and providing regular updates
  • Assisting in re-arranging a client's portfolio so that it matches their risk profile
  • Obtaining valuations, product quotations and illustrations, and maintaining client files
  • Liaising with the compliance officer on client due diligence
  • Maintaining a high level of compliance with FCA guidelines
  • Maintaining and developing professional standards through an agreed training and competence program
  • Researching and analysing investment funds, products and providers, to confirm suitability for clients
  • Monitoring client's investment and/or portfolio performance as appropriate
  • Building and maintaining client relationships


  • Experience of working in a financial planning office environment carrying out report writing and administrative duties
  • Experience and knowledge of Pension switch systems would be advantageous
  • Ability to plan, organise and prioritise own workload
  • Excellent attention to detail and high level of communication skills
  • Demonstrate an ability to use own initiative


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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Required skills

  • Diploma
  • Paraplanner
  • Level 4
  • CII
  • CISI
  • Assistant Financial Adviser
  • Trainee Financial adviser

Reference: 33844224

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