Junior Paraplanner

Heat Recruitment
02 Feb 2017
02 Mar 2017
Contract Type
Full Time

My clients team has identified the need to hire a junior Paraplanner to ensure that the team continues to deliver and succeed within the market. You will be tasked with providing full support to a financial adviser to ensure clients receive a first-class service.

Our Client is a highly regarded Independent financial advisors that specialise in all aspects of savings, investments and retirement planning based in the centre of London.

You be working in a supportive company who offer help and support to all professionals who wish to expand their development or business growth and a generous company benefit structure.


  • Providing relevant documentation ahead of FPC client meetings
  • Obtaining relevant research relating to proposed advice
  • Compiling suitability letters based on the advice being given
  • Processing new business
  • Accurate completion of compliance requirements
  • Responding to client queries
  • Maintaining client records
  • Liaising with providers
  • Ensuring the administrative requirements are completed for the Client Review Process
  • Proactively maintain a high level of client service


  • Previous experience within the IFA practices
  • Certificate in Financial Planning or Certificate in Financial Services
  • Excellent communication skills, both oral and written
  • FCA understanding of regulations and Retail products, and their practical application

Synonyms: Paraplanner *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

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