Junior Paraplanner

Paraplanner - South West London, London

Ref: 96Monday 2 August 2021

£25,000 - £32,000

I am working alongside a bespoke Wealth Management firm, with a fantastic local reputation due to their high quality and personal approach to financial advice and ethical investing. 

The firm in question are looking to add a Senior IFA Administrator/Junior Paraplanner to the team to directly support one of the Directors, working in their Weybridge office, with some flexibility to work from home. 

Main duties: 
Provide high quality administration support to the Director/Financial Planner
Processing new business applications 
Collating information for the Adviser and preparing Suitability Reports 

To be considered for this role, ideally you will hold: 
1 - 2 years of experience within a Financial Planning practice
At least two R0 exams, on your journey to the Level 4 Diploma in Regulated Financial Planning
Exceptional client service skills, with a genuine interest and excitement in working within a Financial Planning firm