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Permanent

Junior Paraplanner

London
money-bag 45000.00-45000.00 Annual
3161805926
Posted Today

Paraplanner - London (Hybrid) - £45,000 A fantastic opportunity has arisen for a qualified or part-qualified Paraplanner to join a well-established, fast-growing financial planning firm in London. This is an ideal role for someone looking to take the next step in their career within a supportive, forward-thinking environment. You''ll be joining a collaborative team where your expertise will directly contribute to delivering high-quality financial advice and exceptional client outcomes. The Role As a Paraplanner, you will work closely with Financial Advisers, supporting the end-to-end financial planning process. This is a varied and analytical role with real scope for progression. Key responsibilities include: Conducting detailed financial analysis to support client recommendations Gathering and organising client data (income, assets, liabilities, etc.) Producing suitability reports and investment proposals Modelling financial planning scenarios using industry software Researching financial products and investment solutions Ensuring all work is compliant with FCA regulations Maintaining accurate and up-to-date client records Supporting advisers in developing tailored financial strategies About You You''ll be a proactive and detail-oriented professional who thrives in a fast-paced financial planning environment. Requirements: Level 4 Diploma (CII) achieved or in progress Experience in a paraplanning or similar financial services role Strong knowledge of pensions, ..... full job details .....

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