Junior Paraplanner

Job reference
Central London, London, United Kingdom
Start date
To be arranged
Administration & underwriting jobs / IFA jobs / Investment jobs / Other jobs
Contract type(s)
Full time
Date posted

Junior Paraplanner

Central London

£35000 + bonus and benefits

My client is a successful financial planning and tax consultancy with an established operation in the UK. They are looking to strengthen the team with an experienced IFA administrator looking to train as a paraplanner and progress with the CII exams with an aim of gaining the Diploma in financial planning. 

Key responsibilities will include  

  • Preparation of Financial Planning, Investment and Tax planning reports.
  • Writing of new templates and paragraphs and keeping up to date with changing legislation. 
  • Liaising with Product Providers and help maintain up to date information on available investment products.
  • Providing support in resolving technical queries.
  • Assisting with regular portfolio reviews/asset allocation reviews.
  • Assisting / dealing with ad-hoc projects as and when required.
  • Supporting the sales process and customer service.

Support will be provided with your exams.  

Ref: 5028

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