Junior Paraplanner

Anthony Alexandra
Putney, London
11 Jun 2017
11 Jul 2017
Contract Type
Full Time

Our client is an award winning Independent Financial Advisory firm based in borders of South West London. As a recognisable firm within the Financial Services sector, our client is looking to expand their team. they are currently seeking for an experienced Junior Paraplanner with room to progress into a Paraplanner role.

Duties and responsibilities for this role include:

  • Working closely and supporting Financial Advisors
  • New business submission to providers
  • Client meeting preparation
  • Dealing with High Net Worth Clients from the initial meeting with the Advisor, all the way through the process

Candidates to be considered for this role should have the following skills and experience:

  • Over 3 years’ experience working within the IFA or Financial Services environment
  • Previous experience working within a sales support role
  • Experience in using back office systems
  • Professional qualifications would be an advantage


  • Salary of up to £32,000
  • 27 days holiday
  • Professional membership paid for and support with further qualifications
  • Working hours are Monday-Friday, 9am - 5pm
  • Death in service (4x salary)
  • Contributory pension scheme