Junior Paraplanner

Taylor James Professional Recruitment; Greater London; Hybrid; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Hybrid work

Salary up to £45k

Bonus scheme

30 days holiday

Study support

Private medical insurance

Life cover

Company pension

Social events

Job summary

Taylor James Professional Recruitment is exclusively partnered with a leading City of London independent financial planning firm to hire a Trainee/Junior Paraplanner. You will act as the Director's first contact, maintain client records, and support onboarding and meeting processes.

The role includes a hybrid setup (3 days in the office), a starting salary up to £45,000, a bonus scheme, and full study support with private medical insurance and pension benefits.

Qualifications

• Previous IFA Admin/ paraplanning experience (essential).
• Studying towards CII Level 4 (desirable).

Responsibilities

• 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.

Skills

IFA Admin/ paraplanning

Education

CII Level 4 (in progress)

Job description

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