Junior Paraplanner

Location: Glengormley

Are you an ambitious Financial Services Administrator or Junior Paraplanner looking to take the next step in your career with a firm that will invest in your technical development and long-term progression? We are exclusively partnered with one of the City of London’s leading independent financial planning firms , currently hiring a Trainee/ Junior Paraplanner. Key Requirements Previous IFA Admin/ paraplanning experience (essential) Studying towards CII Level 4 (desirable)

Role Overview Act as the Director's first point of contact for clients Maintain accurate and up-to-date client records Support clients throughout the onboarding process Arrange client meetings and annual reviews Follow up on actions from client meetings Process client transactions in line with company and FCA requirements Prepare compliant suitability reports Conduct investment and fund research to support recommendations In depth understanding of the financial planning process The Package (not limited to) Starting basic salary of up to c £45,000 Bonus Scheme Hybrid working (3 days in the office) 30 days holiday  bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme Social Events To be considered for this opportunity, please submit your latest CV and/ or connect with Paul Taylor on Linked In .