Junior Paraplanner - Growth Path, Bonus & Exam Support

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

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.