Junior Paraplanner, up to 33K, Wimbledon
Your new company
An award winning chartered financial planning firm based in Wimbledon, South West London is looking to recruit a Junior Paraplanner. The company has been in business for almost 30 years and boasts a team of highly qualified and experienced specialists.
Your new role
As the firm's Junior Paraplanner, you will be working within the firm's modern offices in Wimbledon. Joining a team of 10, your key duties will include: technical research and preparation for client meetings, helping to prepare client reports and suitability letters, helping to prepare pension transfer reports and handling technical client queries.
What you'll get in return
You will receive a superb salary of up to £33,000. Your benefits package will include pension, PMI, study support and 25 days holiday.
What you'll need to succeed
You will have at least 2 years' administration experience within an IFA, with a good understanding of pensions and investments products. Ideally you will be studying for the Diploma in Financial Planning. Experience with Intelligent Office, Voyant and Synaptics would be a bonus although not essential.
What you need to do now
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.