Junior Paraplanner
Career Integrity & Compliance Audit Report
This vacancy has been independently reviewed by the OppaJob Transatlantic Career Intelligence Desk to confirm authentic direct employer recruiting, verify compensation transparency, and eliminate applicant processing fees.
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Position Overview & Specifications
Description
Junior Paraplanner
South Hampstead
£28000 - £35000 + bonus and benefits
My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Trainee Paraplanner to be based primarily the office and work within a team supporting a trainee and a senior financial planner
Key responsibilities will include .
- Obtaining relevant literature to accompany client reports
- Dealing with client administration
- Preparation of packs for meetings with clients including investment valuations
- Preparation of reports to clients on financial planning matters
- Learning and using all applications required for the job including:
- Attend client meetings with the senior financial planner and contribute to such meetings
- Undertake research as required on specific projects.
Technical knowledge is not a pre-requisite but knowledge of pension, investment and life products will be very advantageous together with a good IT skills and being a good team player.
Ref: 5160
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: HR Consulting
Based on transatlantic hiring benchmarks for Junior Paraplanner roles across Recruitment Connection's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to HR Consulting.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £28,000 - £35,000 bracket, including retirement vesting and health parity.
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