Junior Paraplanner

Are you an ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression? We are exclusively partnered with one of the City of London''s leading independent financial planning firms, currently hiring a Trainee/ Junior Paraplanner.Key Requirements Previous IFA Admin/ paraplanning experience (essential)Studying towards CII Level 4 (desirable)Role OverviewAct as the Director''s first point of contact for clientsMaintain accurate and up-to-date client recordsSupport clients throughout the onboarding processArrange client meetings and annual reviewsFollow up on actions from client meetingsProcess client transactions in line with company and FCA requirementsPrepare compliant suitability reportsConduct investment and fund research to support recommendationsIn depth understanding of the financial planning processThe Package (not limited to)Starting basic salary of up to c£45,000Bonus SchemeHybrid working (3 days in the office)30 days holiday + bank holidays (rising)Full study supportPrivate Medical InsuranceLife CoverCompany Pension SchemeSocial EventsTo be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on LinkedIn. ..... full job details .....