Premier Jobs UK Limited
05 May 2017
04 Jun 2017
Contract Type
Full Time

Role has recently been filled. For more information on Paraplanning roles please visit

Are you keen to join a dynamic financial planning firm as a Paraplanner by supporting their highly successful Financial Advisers?

The Company

Our client company has been established for over 10 years with a recognised reputation for providing clients with a highly personal service that meets their needs. They are looking to continue developing their business by recruiting a Paraplanner to join their dynamic team of 10.

Roles and Responsibilities

As a Paraplanner, you will be supporting the business to provide high quality, compliant financial planning to their HNW clients. You will liaise with the Advisers and clients to understand the client’s objectives and requirements and analyse suitable solutions before preparing detailed suitability reports for the Adviser. You will also assist in the management of client relationships, including attendance at client meetings and receiving client phone calls to answer or action queries accordingly.

Requirements to be considered

They are looking for individuals with 3 years’ experience within a client contact role in financial services. In addition, you should be Level 4 Diploma qualified and IT literate.


  • Salary of £30,000 - £35,000 plus bonuses and employee benefits
  • Based in prestigious London offices near Blackfriars
  • Excellent transport links close by
  • Successful team of individuals who enjoy sharing each other’s success


City of London (near Blackfriars)

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The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert