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Paraplanner or Trainee Paraplanner Office Based or

3 months ago

Uxbridge, United Kingdom Cameron James Full time
Our Clients are a successful established firm of Financial Advisers based in London and Uxbridge, looking for a paraplanner - but are also open to a junior/trainee dependent on ability and current experience - someone who has:

  • Recent IFA paraplanning experience or for a junior/trainee, a strong financial services administration experience
Level 4 qualified or evidence of working towards

Experience of using iO and FE Analytics

Suitability report writing experience or the ability to be able to develop towards

Study support for ongoing qualifications

Opportunity to develop in house, either to adviser role or customer facing senior paraplanner role

The office is based in Hillingdon with car parking available. Office based is preferable but may offer flexibility of 2 days working from home. Following induction period.


Interview process is an initial zoom discussion to identify common ground, followed by a face to face interview at the office.