Junior Paraplanner (SJP) - London
Our client is seeking a commercially-minded and dedicated individual to join their SJP Practice in London's Paraplanning Team as a Junior Paraplanner. The role involves supporting 3 Financial Advisers, along with a team of support staff and administrators. This position offers a hybrid working model (4 days in the office) and supports training development, including funding for RO exams to encourage diploma qualification.
Key Responsibilities:
* Deliver accurate, well-drafted, and compliant advice within specified timescales and budgets.
* Provide technical support to the adviser team.
* Act as an effective liaison between advisers and support teams.
* Contribute to improving the client experience and the firm's knowledge base.
* Gather regulatory documentation to support advice.
The ideal candidate will:
* Be willing to study and take RO exams to become Diploma qualified.
* Have previous experience as a paraplanner or financial administrator.
* Be familiar with common financial planning product solutions.
* Demonstrate ability to work under pressure.
* Have experience dealing directly with clients.
* Be capable of drafting clear and accurate correspondence.
* Previous experience within an SJP Practice is a plus but not essential.
Support for professional development is available, and the company actively encourages career progression.
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