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Junior Financial Planner

  • Shortlist
Location orpington , Greater London
Sector Financial Services
Salary £32,000 - £40,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 57830

A highly reputable financial planning business is currently seeking a Paraplanner to join their team during a vast period of growth within the business, with a chance to progress and develop further down the line. This is a highly rewarding opportunity for an experienced Paraplanner, who is looking for the next step in their career and is eager to join an exciting, professional firm. You will also have the chance to play a key role as part of the company’s Investment Committee, if this is something you desire.


What’s needed to be considered?

Previous Paraplanning Experience 

Level 4 Diploma qualified is a bonus 

Previous experience within a fast-paced IFA Practice

High level of analytical capability and good communication skills

Working knowledge of Intelligent Office


What next?

Apply toda to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements

Synonyms: Paraplanner, Financial Planning Analyst, Technical Consultant, Report Writer