Junior Paraplanner (SJP) - London

Artemis Recruitment Consultants Ltd; London; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading recruitment consultancy seeks a Junior Paraplanner to support their SJP Practice in London. The role involves delivering compliant advice and liaising with financial advisers while providing support for professional development and career progression, including funding for RO exams. Ideal candidates will have prior experience in financial administration or paraplanning and a strong capacity for detail-oriented work.

Benefits

Professional study support

Funding for RO exams

Qualifications

• Experience as a paraplanner or financial administrator preferred.
• Ability to work under pressure in client-facing situations.
• Strong written communication skills for drafting correspondence.

Responsibilities

• Deliver accurate and compliant advice within timelines.
• Liaise between advisers and support teams effectively.
• Contribute to improving client experience and knowledge base.

Skills

Attention to detail

Communication

Problem Solving

Education

Diploma qualification (willingness to study for RO exams)

Job description

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

Junior Paraplanner (SJP) - London

Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will be hybrid (4 days in office) 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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