Junior Paraplanner (SJP) - Elstree

Artemis Recruitment Consultants Ltd; Elstree; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading financial services firm seeks a Junior Paraplanner to join their Elstree-based team. This role supports three Financial Advisers and involves drafting compliant advice, documentation collation, and enhancing client experience. Professional study support is available to help you achieve Diploma qualifications.

Benefits

Support for professional study

Career progression encouragement

Qualifications

• Willingness to study and take RO exams.
• Experience as a paraplanner or financial administrator.
• Ability to work under pressure.

Responsibilities

• Deliver accurate and compliant advice.
• Provide technical resource to the adviser team.
• Act as a liaison between adviser and support teams.

Skills

Communication

Technical Resource Management

Client Liaison

Pressure Management

Education

Diploma Qualification

Job description

Type of Position: Junior Paraplanner (SJP) - Elstree
Pay: £25k - £30k

Our client is looking for a commercially-minded and articulate individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in Elstree, Hertfordshire. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will be office based and will support training development and provide funding for RO exams, to encourage the candidate to become diploma qualified.

Key Responsibilities:

- Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
- Providing technical resource to the adviser team
- Acting as an effective point of liaison between adviser and support teams
- Contributing to the continued improvement of the client experience and the firm’s knowledge base
- Collating regulatory documentation to accompany advice

In order to be able to meet the demands of the role it is anticipated that the successful candidate will:

- be willing to study and take RO exams to become Diploma qualified
- have worked as a paraplanner or financial administrator previously
- have experience of dealing with the common financial planning product solutions
- be able to demonstrate their ability to work under pressure
- have day-to-day involvement with clients
- be capable of drafting concise and accurate correspondence
- have previous experience working within an SJP Practice (although not essential)

Support for professional study is available and the company actively encourages staff to progress their careers.

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