Junior Paraplanner

  • Location

    London

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £42000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH3028_1625485749

  • Published:

    27 days ago

  • Expiry date:

    2021-08-04

  • Consultant:

    Benjamin Holmes

Our client is an UHNW Wealth & Investment Advisers based close to the Oxford Street who specialise in providing holistic financial advice to private clients with a minimum of £500,000 in assets. They currently have a team of around 8 individuals and are looking to grow steadily over the next few years.

They are currently in the market to recruit for a Junior Paraplanner to join their team to provide assistance to both the Advisers and Senior Paraplanners. Candidates should ideally have experience as a Financial Planning Administrator or Junior Paraplanner within a well established financial planning organisation.

You will join the business within a hybrid admin and low level paraplanning role with gradual progression into an out and out Paraplanner position. You should have or be working towards your Diploma in Financial Planning

You will be joining a boutique advisory business that are at the very top end of the market. The MD has made it clear that there is progression available into an advisory role for the right individual.