An established financial advisory practice based in the City of London is seeking to recruit a Junior Paraplanner to work closely alongside the MD.
This is a key role within the Wealth Planning team, you will be working alongside the MD, an established industry professional, who will provide you with ongoing training and guidance. The right individual will have at least two years experience working within an IFA/Wealth planning practice, possibility already Paraplanning or a Senior Sales Support background seeking to make the step up. You will ideally have two or more RO exams and will want to study for the Diploma in Financial Planning, know of IO and Transact and Aviva platforms would be beneficial.
The role will be split between 75% Paraplanning & 25% Office Administration appx, the role will include but is not limited to –
- Supporting the Paraplanners and Financial Consultants
- Financial Report Writing
- Annual review valuation reports
- Attend client meetings alongside consultants
- Obtaining additional information from providers regarding transactions/fund research/withdrawals/annual allowances
- Fund research etc
You will have regular meetings with the MD who will provide you with ongoing training and guidance. You will have the opportunity to further progress into a full Paraplanning position with scope to move into a client facing role further down the line, you will also be given full support for all market exams.
This is an exceptional opportunity to join a growing business who are offering a highly competitive basic salary, bonus, benefits and highly flexible working environment.
- Financial Services