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Financial Services



Type of Position: Junior Paraplanner - Barnet
Pay: £26k - £35k

Junior Paraplanner - Barnet

Our client is looking for a Junior Paraplanner to join their team, with their office based in Barnet, North 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 

This role will be an office based opportunity, with the possibility of flexible working in the future.

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 

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