Junior Paraplanner

2 weeks ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

Type of Position: Junior Paraplanner (SJP) - London
Pay: £25k - £30k

Junior Paraplanner (SJP) - London

Our client is looking for a commercially-minded and articulate individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will be supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will be hybrid (4 days in office) and will support training development and provide funding for RO exams, to encourage the candidate to become diploma qualified.

Key Responsibilities:

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

Minimum Requirements:

  1. Willingness to study and take RO exams to become Diploma qualified.
  2. Previous experience as a paraplanner or financial administrator.
  3. Experience dealing with common financial planning product solutions.
  4. Ability to work under pressure.
  5. Day-to-day involvement with clients.
  6. Capability of drafting concise and accurate correspondence.
  7. Previous experience working within an SJP Practice (although not essential).

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

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