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My client is a prestigious Independent Financial Advisor based in London. Due recent expansion and continued growth, they are now looking to hire a Junior Paraplanner to join their dynamic team.
As an applicant for this role, you must have either already obtained your Diploma in Financial Planning or have evidence that you are already working towards it. Ideally educated to degree level (or equivalent) and have previous experience of working in Wealth Management, either as an administrator or as a junior/assistant paraplanner. Whilst continued training and development will be offered and fully supported by the employer, they do require an element of experience in a similar role in order for you to easily merge into your new team.
As an experienced Junior Paraplanner, you will further your knowledge and skills and have the opportunity gain further insight into the industry, where my client deals with UHNW clients and be able to further your experience and technical knowledge in Paraplanning. Your duties will include producing reports, valuations, recommendations and prepare review packs for clients’ annual reviews. You will also assist the adivsors in putting together sensible recommendations on suitable financial advice options.
This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern. This role offers a genuine long term career for someone who is looking to continue to develop their knowledge and skills in Paraplanning and deal with UHNW clients, and offers a path into paraplanning or advisor career in the future.
If you are an experienced Trainee/Junior Paraplanner looking to progress your career with a well-established and highly recognised IFA, must have completed some of your RO exams and now looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, then please send your CV to Ryan Wootten at Financial Divisions
