Junior Technical Consultant / Paraplanner - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 40,000 - 45,000; Full time

Job summary

A leading recruitment consultancy is seeking a Junior Technical Consultant / Paraplanner based in London. This role involves providing vital paraplanning support to a team of wealth advisers and could lead to an advisory position in the future. The ideal candidate should have some experience in paraplanning, relevant qualifications, and excellent IT skills.

Qualifications

• Previous administrative and paraplanning experience required.
• Must show some CII exam results or hold Level 4 qualification in Financial Planning.
• Familiar with major research systems.

Responsibilities

• Provide vital paraplanning support to wealth advisers.
• Research products and prepare recommendation reports.
• Assist advisers with client management and ensure accuracy.

Skills

Administrative skills

Paraplanning support

Research skills

Technical support

Client management

IT skills

Proficiency in Microsoft Office

Education

Level 4 qualified in Financial Planning certificate

Tools

Cashcalc

Salesforce

FE Analytics

Job description

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11/05/2025

Type of Position: Junior Technical Consultant / Paraplanner - London
Pay: £40k - £45k
Reference: Farringdon2

Junior Technical Consultant / Paraplanner - London

We are looking for a Technical Consultant / Paraplanner for our clients based in the heart of London. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want.

Responsibilities:

• Provide vital paraplanning support to the team of wealth advisers

• Research products, financial planning solutions and investment strategies

• Prepare recommendation reports for client meetings

• Provide a high level of technical support

• Assist advisers with client management

• Provide advisers and clients with technical reports and information

• Ensure high worth investment transactions are carried out accurately

Experience and qualifications:

• Previous administrative and paraplanning experience required

• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate

• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)

• Experience of the Pension Switch market

• Experience of administration of IHT or Investment products

• Excellent IT skills and proficient in Microsoft Office

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