Job Information

Our client is an established financial planning practice with a presence in the North London area. Due to continued demand for their services and exponential growth they are now seeking to add an experienced Paraplanner to their practice.

• Responsibilities of the role will involve product research, report writing and assisting the Advisers with any technical queries.
• Candidates will be Diploma qualified as a minimum and willing to work towards Chartered status. Those on the path to Chartered already will be viewed favourably.
• Experience in submitting and processing new business as well as outing together portfolio.
• Strong technical knowledge of pensions, life and investment products.
• Experience using wrap platforms and back office systems such as Avelo.
• Interested in roles which would support progression to an advisor level
• A keen eye for detail and administrative experience


Experience in a regulatory role is essential, as is good financial planning and technical knowledge. Candidates will need good written and verbal skills along with strong organisational skills

Please apply online and a consultant from Cameron James will be in touch.