Junior Paraplanner - London Hybrid - Salary up to £46k + attractive benefits

ZipRecruiter; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial advisory firm seeks a motivated Junior Paraplanner to support financial advisers and gain hands-on experience in financial planning. This role offers competitive salary, mentorship, and opportunities for growth in a collaborative environment. The ideal candidate will have a degree and be working towards their Level 4 diploma.

Benefits

Competitive salary with career progression opportunities

Supportive mentorship from experienced financial professionals

Exposure to a wide range of financial planning cases

Collaborative and engaging work environment

Qualifications

• Strong attention to detail and analytical mindset.
• Passion for financial planning and wealth management.
• Excellent communication and organizational skills.

Responsibilities

• Assist financial advisers in preparing client reports and recommendations.
• Conduct research on financial products and investment solutions.
• Support compliance and regulatory requirements.
• Maintain accurate client records and documentation.

Skills

Attention to detail

Analytical mindset

Communication

Organizational skills

Education

Degree

Working towards Level 4 diploma

Job description

Job Description

Are you looking to elevate your career in financial planning? We’re seeking a motivated and detail-oriented Junior Paraplanner to join an expert team. This is a fantastic opportunity to gain hands-on experience, develop your skills, and grow within a dynamic financial advisory firm.

What We Offer:

• Competitive salary with career progression opportunities
• Supportive mentorship from experienced financial professionals
• Exposure to a wide range of financial planning cases
• A collaborative and engaging work environment

Your Role:

• Assist financial advisers in preparing client reports and recommendations
• Conduct research on financial products and investment solutions
• Support compliance and regulatory requirements
• Maintain accurate client records and documentation

About You:

• Strong attention to detail and analytical mindset
• Passion for financial planning and wealth management
• Excellent communication and organizational skills
• Degree and working towards your Level 4 diploma

If you’re eager to develop your expertise and work alongside seasoned professionals, we’d love to hear from you! Apply today and take the next step towards an exciting future in financial planning.

Contact: Ursula Slona at Financial Divisions