Junior Paraplanner

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; Greater London; On-site; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Quarterly bonus scheme

Exam and professional examination- 0

Private Medical Insurance and Travel-

Job summary

ARTEMIS RECRUITMENT CONSULTANTS LIMITED is seeking a Junior Paraplanner in central London to support Senior Paraplanners and Financial Advisers with research, technical and administrative tasks. You will help produce high-quality information for client files and comply with processes within a small team.

The role offers training to develop technical knowledge and a clear path to progress in a respected independent financial advice firm. Excellent benefits after probation are available.

Qualifications

• Minimum of three R0 exams passed and progression toward DipPFS.
• Experience supporting Independent Financial Advisers.
• Strong technical knowledge of pensions and investments.
• High proficiency in Word, Excel and PowerPoint.
• Experience preparing Suitability Reports and client files.
• Experience with investment platforms and liaising with providers.
• Degree-level education.

Responsibilities

• Compile accurate, compliant research packs for advisers.
• Submit and follow up authority letters for client plan information.
• Liaise with pension/investment providers for up‑to‑date data.
• Create client presentations using PowerPoint/Excel for meetings.
• Process pension/investment business per regulatory requirements.
• Ensure client documents are complete and up to date.
• Maintain CRM with current client information.
• Prepare and submit applications and Suitability Reports.
• Maintain complete client files and check overall process completion.
• Participate in CPD, exams and team meetings.

Skills

Financial services experience

Research & analysis

Communication skills

Organisation skills

Multitasking

Education

Degree-level education

Three R0 exams passed (progressing to DipPFS)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

An excellent opportunity has arisen for an experienced Junior Paraplanner to join a small, established Independent Financial Advice firm based in central, London.

Working as part of an existing team, you will work closely with our Senior Paraplanners and Financial Advisers, providing high-quality research, technical and administrative support across an established client bank.

This is a varied role offering the opportunity to develop your technical knowledge and play an important part in delivering a high-quality service to clients. Full training will be provided to ensure you understand our processes, advice proposition and the ongoing requirements of our clients.

About you

We are looking for someone with relevant experience in financial services who is organised, technically capable and takes real pride in producing accurate, high-quality work.

Essential experience and qualifications:

• A minimum of three R0 exams passed, with progression towards the DipPFS
• Previous experience supporting a number of Independent Financial Advisers
• Strong technical knowledge of pensions and investments
• High level of competency in Microsoft Word, Excel and PowerPoint
• Experience preparing Suitability Reports, completing applications and compiling compliant client files
• Experience using investment platforms and liaising with pension and investment providers
• Degree-level education

You will also demonstrate:

• A professional and engaging telephone manner
• Strong time-management and multitasking skills
• A systematic and methodical approach
• A hardworking, positive and proactive attitude
• The ability to work effectively as part of a small team

Key responsibilities

Research & Analysis

• Compile accurate and compliant research packs
• Submit and follow up authority letters to obtain client plan information
• Liaise with pension and investment providers to obtain accurate and up-to-date information
• Produce client-facing presentations using PowerPoint and Excel for advisers to use during client meetings

New Business & Client Servicing

Working within the firm's established advice process, you will help ensure that pension and investment business is processed efficiently and in line with regulatory and compliance requirements.

Responsibilities will include:

• Ensuring all client documentation is accurate, complete and up to date
• Maintaining accurate and current client information within the CRM
• Completing and submitting applications
• Preparing detailed and compliant Suitability Reports
• Compiling and maintaining complete client files
• Checking that all aspects of the advice process have been completed accurately and satisfactorily

Additional responsibilities

• Maintain your professional development through CPD, seminars and professional examinations
• Prepare and submit adviser files for review by external file reviewers
• Participate in team meetings and contribute ideas to improve processes and the wider business

What's on offer?

Following successful completion of probation, you will receive an excellent benefits package, including:

• Quarterly bonus scheme
• Exam and professional examination allowance
• Private Medical Insurance and Travel Insurance

The opportunity

This is an ideal opportunity for an ambitious financial services professional looking to join a close-knit team where you will have genuine responsibility, ongoing support and the opportunity to continue developing your technical expertise and career within an established IFA business.