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Financial Services
London
23/07/2025
Type of Position: Junior Paraplanner - London
Pay: £30k - £45k
Reference: Whitechapel2
We are looking for a Junior Paraplanner for our clients based in London, for their Whitechapel office. You will be providing vital paraplanning and administrative support to a team of wealth advisers. We are ideally looking for a candidate who wants to be a career paraplanner. Our client will consider both part diploma qualified and fully qualified candidates for this role.
This position will allow hybrid working - 4 days based in the office in London, following a successful probation period.
Responsibilities:
• Provide vital paraplanning support to the team of wealth advisers
• Research products, financial planning solutions and investment strategies
• Prepare recommendation reports for client meetings
• Provide a high level of technical support
• Assist advisers with client management
• Provide advisers and clients with technical reports and information
• Ensure high worth investment transactions are carried out accurately
Experience and qualifications:
• Previous administrative and paraplanning experience required (1 year minimum)
• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate
• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)
• Experience of the Pension Switch market
• Experience of administration of IHT or Investment products
• Excellent IT skills and proficient in Microsoft Office
If you would be interested in applying for this position, then please send a copy of your CV to josie@artemisrecruitment.co.uk