Junior Paraplanner – Wimbledon

recruitukltd Salary: up to £50,000 DOE and qualifications

We are working with a chartered financial planning practice in Wimbledon located within a short distance from the train station.  Their office offers a warm and friendly environment for clients to visit, who wish to discuss their financial arrangements with a highly qualified and expert financial planner.  Similarly, it’s a pleasant working environment and the whole financial planning team made up of three administrators, one office manager, an accountant and two advisors will welcome a paraplanner onboard, with open arms.


This small team have a ‘roll your sleeves up’ attitude and they work together to ensure that their clients receive the highest standard of service.  They seek a like-minded individual to work alongside their financial planners writing client suitability reports and assisting with research.


My client is looking for someone with a technical mind,  someone who enjoys ironing out the finer details and ensuring that client documents are accurate.  The role doesn’t require you to have the full diploma in financial planning, but it would be advantageous if you have.  If you have experience in the industry with the right level of curiosity, passion for providing excellent advice to clients and keen to be part of a proactive, client centric team then this could be the role for you.


To be considered for the position you will need to have some relevant industry qualifications and be working towards the diploma in financial planning.  Candidates who are at level 3 will also be considered.  You will need to have worked within an IFA practice previously and have an easy commute to Wimbledon.


In return, my client is paying a generous salary based on your existing skills and experience, opportunities for progression and excellent benefits.   The team understand work/life balance with fair expectations and collaborative working.


Please contact Louise Sheppard on 0117-917-0411 or forward your CV for more information and to discuss this role further. Quote reference 12105

To apply for this job email your details to louise.sheppard@recruitukltd.co.uk