Junior Paraplanner

Drew Chapman Search and Selection
Central London, London
06 Jul 2017
05 Aug 2017
Contract Type
Full Time

This a very unique and newly created opportunity for an individual looking to build on their experience and take the next step in their career as a Junior Paraplanner.

This is an all encompassing and varied position but some of the main requirements are:

  • Completing annual review reports for clients
  • Attending client meetings
  • Product research
  • Completion of suitability letters

This vacancy is based with a very friendly and professional organisation, who work together as an effective team.

In order to be considered for this role, the successful candidate will possess the following:

  • Previous experience gained within the financial planning arena
  • Excellent attention to detail
  • Previous experience of fund analysis and repost writing
  • Ideally underway with professional qualifcations already and possesses the willingness and ambition to complete further exams (sponsored by the company) to achieve DipFS level 4
  • Degree educated desireable

Apply today for further information!