Junior Paraplanner

  • Location

    London

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £40000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH3715_1655214406

  • Published:

    19 days ago

  • Expiry date:

    2022-07-14

  • Consultant:

    Benjamin Holmes

Our client is an UHNW Wealth Management business that specialise in providing Wealth Management advice to clients in the UK. Our client is a highly regarded business who work at the top end of the market and have won numerous awards within the industry.

This business has recently started their search for a new Junior Paraplanner to join the business. They are seeking an experienced individual who is professional and forward thinking. The successful candidate should be well versed dealing with HNW clients and be looking to work for a high calibre organisation.

The main accountabilities of the role are:

  • Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets
  • Providing technical resource to the adviser team
  • Acting as an effective point of liaison between adviser and support teams
  • Contributing to the continued improvement of the client experience and the firm's knowledge base
  • Collating regulatory documentation to accompany advice

In order to be able to meet the demands of the role it is anticipated that the successful candidate will:

  • be qualified to Diploma level and have worked as a paraplanner previously
  • have experience of dealing with the common financial planning product solutions
  • be able to demonstrate their ability to work under pressure
  • have day-to-day involvement with clients
  • be capable of drafting concise and accurate correspondence

The firm operates a flexible working policy including variable hours and splitting time between attendance at the office and remote working. The successful candidate will need to be willing to attend and make contributions to marketing and social events the company organises for clients and professional connections.

Salary to £40,000

Excellent Benefits

Annual Bonus