Junior Paraplanner/Associate

4 weeks ago

London, Greater London, United Kingdom Financial Divisions Full time

Junior Paraplanner/Associate – Route to Adviser

Central London/Hybrid

c £38,000 and bonuses/Study support/Benefits

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

The Opportunity

A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the business, ensuring the success of a client's outcome, whether that be the link between the advice provided to a client and its end implementation, or how clients are communicated with on an ongoing basis. This is a genuine opportunity to develop the role within the business an if desired take a full path to an advisory role in due course.

The Role

As an experienced junior Paraplanner, your duties will include (but are not limited to):

Planning Meetings - Pre-Meeting – Arrange meetings, collect and prepare documentation for meetings (Client information, Agendas, Investment Reports and Risk Reviews). Post Meeting – Utilising streamlined reporting tool to confirm details to clients.

Technology – The practice financial planning service is centred around the effective use of technology to streamline our processes.

Compliance – In all aspects working within the compliance structures to better client outcomes.

Communication – Liaising with clients as part of the implementation of their financial plans. Answering phone calls and managing client correspondence.

Colllating, updating and managing client data, including managing CRM data and registers.

Utilising and Improving processes – Playing a key role in both utilising and improving our processes and workflows.

Shadowing the Directors of the business in planning meetings.

This role could grow into either a full paraplanning or financial planner role.

About you

As a junior Paraplanner/Associate you will possess the following:

An IFA/financial services background, with core administration functions and client contact exposure. This may be gained in a traditional IFA practice or a Platform provider

Essentially experience of client contact, arranging meetings and dealing with queries, template suitability letters, creating valuations and meeting preparation, liaising with product providers, using technology specifically Dynamic Planner Elements (advantageous).

Have passed a couple of R0 papers (Level 4 Diploma)

Outstanding attention to detail.

Ability to utilise and improve processes.

Able to make effective individual decisions within a team environment.

Knowledge of technology preferred – Dynamic Planner, Intelligent office, Voyant

In summary

This position represents an excellent opportunity to join a successful and growing firm in their field of expertise where you can play a major part in the development of the client service and support function of the business as it expands. This will enable you to build on your existing skills and knowledge and enjoy a long term, rewarding role within a supportive and encouraging environment, leading to a financial adviser role in due course (if desired).

If this is opportunity is of interest, please either call Jim Maddison on or send a copy of your CV to

  • Construction Associate

    4 weeks ago

    London, Greater London, United Kingdom Douglas Scott Legal Recruitment Full time

    We are looking for a Junior Associate/Associate to join our clients Construction Professional Indemnity Department in their London office.Our client's professional liability lawyers boast extensive experience in representing construction professionals and their insurers across various industry sectors.In this role, you'll be advising and defending D&B...

  • Junior VP Assistant

    1 week ago

    London, Greater London, United Kingdom Australasian Recruitment Company Full time

    JUNIOR VP ASSISTANT A prestigious global investment bank is looking for a Junior VP Assistant to join their Investment Banking Division. This is a 6-month temporary assignment likely to extend a further 6 months. JUNIOR VP ASSISTANT ROLE:Diary and calendar management for bankers (Associate level+)Coordinating and scheduling of meetings and con calls across...

  • IP Associate

    1 month ago

    London, Greater London, United Kingdom Gardner Halliday Full time

    This UK headquartered international law firm has a market leading IP practice and is seeking to recruit a junior associate to join its non-contentious IP team. The team has a great pipeline of work in place and this is a growth role. The team advise across the full range of IP transactions, as well as providing support on complex M&A transactions and joint...

  • Project Finance Associates

    1 week ago

    London, Greater London, United Kingdom Duke and Rawson Full time

    We have been instructed by an elite international firm on a new role for a junior-level Project Finance Associate. The practice has grown from strength to strength over recent years and, further reinforced by the expansion of the firm's international presence, has attracted instructions on some of the most significant energy and infrastructure financings in...

  • Corporate - Senior Associate/ Managing Associate

    4 weeks ago

    London, Greater London, United Kingdom BCL Private Practice Full time

    An elite global international law firm are growing their Corporate M and A team. As part of a high level build out there is the opportunity to join their team as a Senior / Managing Associate. The firm is renowned for fostering a positive, encouraging, and trusting atmosphere. The firm are looking for a Corporate M & A Associate with 4 + years of...

  • Senior IP Associate

    4 weeks ago

    London, Greater London, United Kingdom Douglas Scott Legal Recruitment Full time

    Our clients Intellectual Property practice boasts an unparalleled record in handling high-profile IP litigation, tackling cutting-edge legal issues. The team are seeking a talented Senior Associate with at least 5 Years contentious IP experience to join their London office.As a Senior Associate within the IP team, you will join a highly esteemed...

  • Private Equity Associates

    4 weeks ago

    London, Greater London, United Kingdom Duke and Rawson Full time

    This elite US firm in London is on a recruitment drive into its Private Equity team. The team has a growing reputation for advising on premium value private equity buyouts in the European market, to go with its established reputation in the US, Asia and emerging markets. The partners have the budget to recruit associates into the team, and are interested in...

  • Employment Associate

    3 weeks ago

    London, Greater London, United Kingdom Jameson Legal Full time

    A very well regarded City firm is looking to hire a junior Employment Associate into its Legal 500 ranked team in London.The team covers an extensive range of work. This role will include both contentious and non-contentious employment work, in particular with a focus on companies in financial services. The ideal candidate should have experience of advising...

  • Commercial Property Associate

    3 weeks ago

    London, Greater London, United Kingdom Douglas Scott Legal Recruitment Full time

    I am looking to speak with Commercial Property Associates in London with around 3-4 years PQE who are ready to take their legal career to the next level. My client is a progressive top 100 UK Law Firm where a day in their Commercial Property team never falls short of exciting; if you thrive in an enviornment where you can embrace the pressure and feel the...

  • Brussels-Based Competition Associates

    4 weeks ago

    London, Greater London, United Kingdom Duke and Rawson Full time

    We have been instructed on an exciting new opportunity at this leading US firm in London, for a junior level Competition Associate.The firm is well-established in London, and has a full service offering that includes a dedicated EU and Competition practice, advising on merger control as well as behavioural issues and litigation proceedings.The Partners are...

  • Funds and Financial Services Associate

    2 weeks ago

    London, Greater London, United Kingdom Duke and Rawson Full time

    We are working on a new opportunity for a junior associate to join the FS team at this US firm in London.The role will focus on fund formation and related financial services matters, advising a range of clients including fund managers, public investors, banks, and other financial institutions.Candidates will ideally be at the c.1 PQE mark, and will have been...

  • Associate Solicitor

    4 weeks ago

    London, Greater London, United Kingdom BWF Legal Recruitment Full time

    Our client is a Legal 500 who have a small and successful private family department and they are seeking a senior associate to join them, and this role will offer route to Partnership quickly if this is desirable.This is a medium-sized from with around 250 staff a mix of Partners, Fee Earners and support staff and we are seeking someone who has a following...

  • Associate

    3 weeks ago

    London, Greater London, United Kingdom Carter Jonas LLP Full time

    Build the world you want to live in with a career in the infrastructure property sector We have an excellent opportunity for an experienced MRICS Associate based in London to work within our Infrastructure team. As an Associate you will be required to provide a property service with a rural focus including compensation relating to temporary and permanent...

  • Real Estate Associate

    2 weeks ago

    London, Greater London, United Kingdom Gardner Halliday Full time

    This leading global law firm boasts a top tier real estate team. The team is looking to hire a junior-mid level associate to join them in London - a rare opportunity in what has been a very quiet real estate market. Ideally, candidates will have 18 months to 3 years of pqe, but candidates with relevant experience outside of that range may also be...

  • Restructuring & Insolvency Associate

    3 weeks ago

    London, Greater London, United Kingdom Jameson Legal Full time

    A very well regarded City firm is looking to hire a Restructuring & Insolvency Associate for its Legal 500 ranked team in London.The firm's leading team works on a full range of both contentious and non-contentious Restructuring & Insolvency matters. In particular, you will have the opportunity to work on both cross-border and domestic restructuring,...

  • Magic/Silver Circle Competition Associates

    4 weeks ago

    London, Greater London, United Kingdom Duke and Rawson Full time

    We are instructed by one of the most prestigious US firms in the London market on a new role in its leading Competition/Antitrust team.The team is looking for a junior Associate with c.1-4 PQE, and the preference is to recruit from a Magic or Silver Circle firm in London - the firm already has many alumni from these firms.There is a broad range of big ticket...

  • Derivatives/Structured Finance Associate

    3 weeks ago

    London, Greater London, United Kingdom Gardner Halliday Full time

    This UK headquartered international law firm is seeking to recruit a junior or mid-level associate to join its market leading structured finance team in London. Ideal candidates will be in the region of 1-4 pqe, but candidates outside of this range will also be consideredThe team advise on a range of matters, including debt capital markets, securitised...

  • Private Equity Associate

    1 month ago

    London, Greater London, United Kingdom Chadwick Nott Full time

    Private Equity Associate - 18 months pqe + The private equity team at this understated US law firm is looking to hire a junior private equity lawyer (sweet spot 2-4 pqe) The close-knit team has a fantastic reputation for both quality of work as well as offering excellent hands-on experience and a supporting working environment. This is not a sweatshop....

  • Senior Associate

    4 weeks ago

    London, Greater London, United Kingdom Lipson Lloyd-Jones Full time

    OUR CLIENT A leading global law firm THE ROLE We have a new mandate to for a Senior Associate 6PQE+ to join a successful and growing City based Employment Law team This is a rare opportunity to join a team, regarded as a global provider of employment law advice, regularly advising on cross-jurisdictional projects You will be advising commercial clients on a...

  • Associate Director

    1 week ago

    London, Greater London, United Kingdom Austin Rose Associates Limited Full time

    Are you an experienced Corporate Finance Manager (M&A) seeking a move to Associate Director, or an AD ready to move to a firm where you can lead deals from initial scoping to client ready reports? If so, this could be the role for you Our client, a well established Practice Firm, are looking to grow their Corporate Finance team in London. Due to a strong...