Junior Paraplanner
This vacancy is published by an accredited employer with authorized corporate payroll and standard compliance adherence.
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Position Overview & Specifications
Description
Junior Paraplanner
South Hampstead
£28000 - £35000 + bonus and benefits
My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Trainee Paraplanner to be based primarily the office and work within a team supporting a trainee and a senior financial planner
Key responsibilities will include .
- Obtaining relevant literature to accompany client reports
- Dealing with client administration
- Preparation of packs for meetings with clients including investment valuations
- Preparation of reports to clients on financial planning matters
- Learning and using all applications required for the job including:
- Attend client meetings with the senior financial planner and contribute to such meetings
- Undertake research as required on specific projects.
Technical knowledge is not a pre-requisite but knowledge of pension, investment and life products will be very advantageous together with a good IT skills and being a good team player.
Ref: 5160
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
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