Junior Paraplanner
About the role An excellent opportunity has arisen for an experienced Junior Paraplanner to join a small, established Independent Financial Advice firm based in central, London. Working as part of an existing team, you will work closely with our Senior Paraplanners and Financial Advisers, providing high-quality research, technical and administrative support across an established client bank. This is a varied role offering the opportunity to develop your technical knowledge and play an important part in delivering a high-quality service to clients. Full training will be provided to ensure you understand our processes, advice proposition and the ongoing requirements of our clients. About you We are looking for someone with relevant experience in financial services who is organised, technically capable and takes real pride in producing accurate, high-quality work. Essential experience and qualifications: A minimum of three R0 exams passed, with progression towards the DipPFS Previous experience supporting a number of Independent Financial Advisers Strong technical knowledge of pensions and investments High level of competency in Microsoft Word, Excel and PowerPoint Experience preparing Suitability Reports, completing applications and compiling compliant client files Experience using investment platforms and liaising with pension and investment providers Degree-level education You will also demonstrate: Impeccable attention to detail Excellent written communication skills A ..... full job details .....
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