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Financial Services

London

15/03/2022

Type of Position: Junior Paraplanner
Pay: Negotiable

Junior Paraplanner

Our client is looking for a commercially-minded and article individual to join its Technical Paraplanning Team as a Junior Paraplanner in London.

Key Responsibilities:

  • Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
  • Providing technical resource to the adviser team
  • Acting as an effective point of liaison between adviser and support teams
  • Contributing to the continued improvement of the client experience and the firm’s knowledge base 
  • Collating regulatory documentation to accompany advice 

 

In order to be able to meet the demands of the role it is anticipated that the successful candidate will: 

  • be qualified to Diploma level and have worked as a paraplanner previously 
  • have experience of dealing with the common financial planning product solutions
  • be able to demonstrate their ability to work under pressure
  • have day-to-day involvement with clients
  • be capable of drafting concise and accurate correspondence 

 

The firm operates a flexible working policy including variable hours and splitting time between attendance at the office and remote working.

Support for professional study is available and the company actively encourages staff to progress their careers. 

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

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