Description

Behind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing, and the trust that 150 years of J.P. Morgan heritage brings.

J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to over 275,000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.

As a Paraplanner at J.P. Morgan Personal Investing , you will support our Financial Planners in delivering high-quality, restricted financial advice to our clients. You'll be responsible for research, analysis, and the preparation of suitability reports, ensuring all recommendations are compliant and aligned with JPM Invest's investment philosophy and JP Morgan's standards.

Our team is at the heart of this venture, focused on getting smart ideas into the hands of our clients. We're looking for people who have a curious mindset, thrive in collaborative teams, and are passionate. By their nature, our people are solution-oriented, commercially savvy and have a head for fintech. We work in cross-disciplinary teams to focus on specific products, projects and client journeys - and you'll have the opportunity to move between them.

Key Responsibilities

• Client Case Preparation:
• Gather and analyse client data from JPM Personal Investing's digital platform and other sources.
• Conduct product and fund research within JPM Personal Investing's restricted proposition.
• Prepare cash flow models and financial forecasts using JPM Personal Investing's proprietary and industry-standard software.
• Report Writing:
• Draft clear, accurate, and compliant suitability reports tailored to JPM Personal Investing's client base.
• Ensure all documentation meets FCA and JP Morgan standards.
• Technical Support:
• Provide technical support to Financial Planners, including updates on regulatory changes, product developments, and digital tools.
• Assist in the development and refinement of digital advice processes and templates.
• Compliance & Administration:
• Maintain accurate client files and records in accordance with FCA and JP Morgan compliance requirements.
• Liaise with internal teams, providers, and third parties to obtain necessary information and quotations.
• Team Collaboration:
• Work closely with Financial Planners, client services, and technology teams to ensure a seamless digital client experience.
• Participate in team meetings and contribute to continuous improvement and innovation initiatives.

Required Qualifications, Capabilities, and Skills

• Previous experience as a Paraplanner or in a financial planning support role
• Strong understanding of UK financial services, investment products, and FCA regulations.
• Experience with digital advice platforms and financial planning software (e.g., Voyant, Truth, or similar).
• Excellent written and verbal communication skills.
• Attention to detail and strong analytical skills.
• Relevant qualifications (e.g., Level 4 Diploma in Financial Planning or working towards)

Preferred Qualifications, Capabilities, and Skills

• Professional, ethical, and client-focused approach.
• Tech-savvy, adaptable, and comfortable working in a fast-paced digital environment.
• Ability to work independently and collaboratively.
• Proactive, organised, and able to manage multiple tasks and deadlines.

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About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.