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Junior Paraplanner

  • Salary: £24000 - £28000 per annum + Bonus
  • Location: Berkshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    18 May 2018
  • Job reference: 30940

Are you an IFA Administrator or Trainee Paraplanner, looking for your next step to progress your career in financial planning? IDEX are representing a small, independent, financial planning firm to recruit a Junior Paraplanner in the idyllic and scenic location of Hurst, Berkshire.

The Company

My client is a small, independent firm providing their financial planning services to clientele in Berkshire.


My client is looking for a Junior Paraplanner to provide efficient and timely provision to their Financial Advisers.

Training towards the following responsibilities

  • Request and obtain all necessary information and undertake financial analysis to enable financial reports to be produced for the Adviser
  • Undertake research to allow the Technical Adviser and Adviser to identify suitable solutions to meet the client's needs
  • Prepare information/comparisons for analysis by the Technical Adviser and Adviser
  • Request and obtain application forms and other associated paperwork
  • Ensure appropriate data is accurately recorded on company back-office system(s) and updated in line with company procedures
  • On-going servicing of clients as and when required

To be successful you will need

  • Progression with industry qualifications
  • Understanding of the financial planning process
  • Knowledge of back office systems
  • Accuracy and high attention to detail

If successful, you will benefit from

  • Salary of up to £28,000
  • Clear progression routes
  • Discretionary annual bonus
  • 3% pension contribution
  • Private medical insurance
  • Beautiful, scenic location and free car parking

This is an excellent next step for someone in Berkshire looking to be a Junior Paraplanner, in order to build their career and gain the relevant knowledge and experience needed to maximise their potential. Our client is looking for professional individuals with excellent accuracy, attention to detail and an interest in investing in themselves academically. If you match my client's requirements, send your CV across now and we will be in touch with more information!

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: