Junior Paraplanner

Junior Paraplanner - Financial Planning | Wimbledon | Up to £35,000 We’re working with a well-established, independent Financial Planning firm in Wimbledon, who are looking for a Junior Paraplanner to join their team. This is a brilliant opportunity for someone already working in a Junior Paraplanning or Technical Admin capacity who’s looking for a clear route to progress - with a long-term plan to move into advice within the next 3 to 4 years. The Role: You'll be joining a close-knit team, supporting a group of experienced advisers with high-quality technical work. The team are friendly, collaborative, and value personal development. You’ll ideally have some paraplanning experience already under your belt, but we’re also open to speaking with technical administrators who are on their way through their exams. What’s key is prior experience in a financial planning/IFA environment , and having at least one or two R0 exams completed already. The Junior Paraplanner role will involve being the point of contact for clients, assisting Advisers with the preparation and implementation of recommendations and annual reviews. You will prepare suitability reports, undertake research, process fund switches/rebalances/withdrawals, and attend client meetings where required. What’s on offer: Salary up to £35,000 depending on experience Hybrid working - 3 days in their Wimbledon office Clear long-term career path to become a Financial Adviser Supportive team and structured development Plenty of great spots nearby - cafes, bars, restaurants, and good commute routes via train, bus and tube Company Benefits: Bonus birthday day off 25 days of annual leave, plus extra 2 at Christmas Development opportunities Hybrid working (after probation) Company events Exam Support Please apply to find out more.

Location: Wimbledon, GB

Posted Date: 6/30/2025