Junior Paraplanner

Posted 5 April by Anthony Alexandra

An excellent opportunity exists to join an IFA Practise based in London. We are currently recruiting for a bright and forward-thinking Junior Paraplanner to assist/support a Senior Paraplanner. As a Junior Paraplanner, the role requires you to have the ability to work within a fast-paced environment, adapt to industry changes and can adjust to various different deadlines and progress within the IFA.

As Junior Paraplanner you will have had some strong experience working in a Financial Planning environment with knowledge of products such as Pensions, Investments and Protection. You will preferably have started on a financial planning professional qualification such as the level 4 diploma in Financial Planning.

Duties and responsibilities for this role include:

  • Process and deliver suitability reports for a variety of IFA's
  • Obtaining relevant research relating to proposed advice
  • Processing New Business
  • Liaising with clients
  • Supporting Financial Advisors and Paraplanners
  • Office administration

The ideal candidate should have the following skills, qualifications and experience:

  • Experience working within an IFA or a Provider environment (preferably over 3 years)
  • Knowledge of Investments, Pensions and Protection products
  • Professional qualifications would be an advantage
  • Experience is using IFA Back Office systems such as Intelligent Office or Adviser Office

The successful candidate will have the opportunity to grow within a forward-thinking environment and study towards further diploma qualifications if needed. The role includes attractive benefits with opportunities to progress within the company.

Required skills

  • Financial Planning
  • Investments
  • Paraplanning
  • Pensions
  • Wealth Management

Application questions

Do you have experience of working within an IFA or Wealth Management practice?
Do you have knowledge of Pension and Investment productsf?
Do you have any professional qualifications?

Reference: 34836158

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