Junior Paraplanner - London, United Kingdom - Taylor James Professional Recruitment

Taylor James Professional Recruitment
Taylor James Professional Recruitment
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Are you an experienced IFA/ Financial Services Administrator looking to join a firm committed to developing your technical skillset?

We are looking to speak with experienced administrators who are keen to acquire paraplanning experience moving forward.

Duties & responsibilities will include:
(not limited to)

  • Providing administrative & technical support to the Advisers
  • To be the first point of contact for clients
  • Writing suitability reports
  • Product research
  • Ensuring that financial transactions are completed correctly & compliantly
  • Preparing for client review meetings
  • Attending meetings
  • Acquiring client portfolio valuations
  • Actioning LOAs
- c 2 years + IFA/ financial planning administration experience (
essential)

  • Previous paraplanning experience (desirable)
  • Studying towards level 4 diploma (desirable)

What's on offer:

  • Starting basic salary of up to c £40,000
  • Discretionary bonuses (c10% of salary)
-
Hybrid working:

  • 30 days holiday + bank holidays (rising)
  • Full study support
  • Extended benefits package


To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

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