An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.

As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports.

This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.

For trainee candidates, the shift will be working 4 days a week and Friday for studying.

What we are looking for:



* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.


* Possess 1 year of paraplanning experience


* Experience of 2 years within the financial advice sector, ideally within an independent advisory setting


* Strong understanding of paraplanning processes and financial planning concepts


* Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan


* Level 4 Diploma in Financial Planning (CII) or actively working towards completion


* Experience liaising with product providers and platforms to gather necessary data


What's on offer:



* Competitive salary


* Annual discretionary bonus


* Company pension scheme


* Potential for the contract to become permanent based on performance


This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.

Important Information: We endeavour to process your personal data in a fair and transparent manner.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.