Junior Technical Consultant / Paraplanner - London

Artemis Recruitment Consultants; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment consultancy is hiring a Junior Technical Consultant / Paraplanner in London. This role involves providing paraplanning support to wealth advisers and offers the potential for progression into an advisory role. Ideal candidates will have administrative experience and some financial qualifications. In addition, familiarity with financial research tools will be advantageous.

Qualifications

• Previous administrative and paraplanning experience.
• Some CII exam results or Level 4 Financial Planning qualification.
• Experience in the Pension Switch market.

Responsibilities

• Provide paraplanning support to wealth advisers.
• Prepare recommendation reports for client meetings.
• Ensure accurate high-worth transactions.

Skills

Paraplanning support

Research financial products

Technical support

Client management

IT proficiency

Education

Level 4 Financial Planning qualification

Tools

Cashcalc

Salesforce

FE Analytics

Job description

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Junior Technical Consultant / Paraplanner - London, London

Client:

Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

273b167ece11

Job Views:

5

Posted:

29.06.2025

Expiry Date:

13.08.2025

Job Description:

Junior Technical Consultant / Paraplanner - London

We are seeking a Technical Consultant / Paraplanner based in London. The role involves providing paraplanning support to wealth advisers with potential for progression into an advisory role.

Responsibilities:

• Provide paraplanning support to wealth advisers
• Research financial products, solutions, and strategies
• Prepare recommendation reports for client meetings
• Offer technical support and assist with client management
• Provide technical reports and ensure accurate high-worth transactions

Experience and qualifications:

• Previous administrative and paraplanning experience
• Some CII exam results or Level 4 Financial Planning qualification
• Familiarity with research systems (e.g., Cashcalc, Salesforce, FE Analytics)
• Experience in the Pension Switch market
• Experience with IHT or Investment product administration
• Proficient in IT and Microsoft Office

If interested, please send your CV to [emailprotected]

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