Senior admin / Junior Paraplanner

Eden Rose; City of Westminster; Híbrido; GBP 36 000 - 44 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Discretionary bonus

25 days holiday

Pension

4x death in service

Hybrid working

Flexible hours

Resumo da oferta

Eden Rose in Mayfair, London, is seeking an Administrator / Junior Paraplanner to join a collaborative technical team. The role supports the Head of Paraplanning, handling calculations, answering queries and elevating the quality of advice output.

Minimum 2 years paraplanning experience is required; Level 4 qualification is ideal. The firm offers hybrid working, with up to £40,000 salary, discretionary bonus, 25 days holiday, enhanced pension, and 4x death in service.

Qualificações

• Minimum 2 years paraplanning experience.
• Ideal to be working towards Level 4 qualification.
• Strong technical knowledge across pensions and investments.

Responsabilidades

• Reviewing and checking complex calculations.
• Providing guidance and mentorship to junior team members.
• Working across pensions, investments and protection cases.
• Assisting with platform work and recommendations.

Conhecimentos

Paraplanning

Pensions knowledge

Investments knowledge

Calculations

Mentorship

Formação académica

Level 4 qualified

Descrição da oferta de emprego

Admin/ Junior Paraplanner

Mayfair,Hybrid working

A well-established and growing wealth management firm in Mayfair, London is looking to hire an experienced Administrator / Junior Paraplanner to join their collaborative technical team. Circa 800 clients fromstrong referral streams and financial education initiatives.

This is a key hire supporting the Head of Paraplanning, working closely with the team. The role will suit someoneable to do calculations, answer queries, and help elevate the overall quality of advice output.

The Role:

• Reviewing and checking complex calculations
• Providing guidance and mentorship to junior team members
• Working across pensions, investments, and protection cases
• Assisting with platform work and recommendations

To be considered for this position:

• Minimum 2years’ paraplanning experience
• Ideally working towards Level 4 qualified
• Strong technical knowledge across pensions and investments

Salary & Benefits:

• Up to £40,000 (depending on experience/ qualifications)
• Discretionary bonus
• 25 days holiday
• Pension (currently being enhanced)
• 4x death in service
• Hybrid working: 3 days in London office, 2 days from home (post-probation which is4months)
• Flexibility around hours (compressed hours / later start-finish options)