A top tier international wealth management organisation is currently recruiting for Junior Paraplanner to join their Central London operation. Working within a team of high-level technical support staff, you will be supporting Wealth Planners who provide bespoke and complex advice to UHNW UK and International clients with investments a number of different jurisdictions. This will initially be a dual role undertaking some support duties as well as suitability report writing. Candidates must be presentable and comfortable building a rapport and relationships in client facing situations with UHNW private clients from day one, clients would have investable assets ranging from £10M - £100M. Development would then involve moving into an out and out Senior Paraplanner before scope to move into a client facing capacity. Candidates will be DipPFS qualified or close to. My client has plush open plan offices in Central London, a minimal turnover of staff and are a level above the vast majority of their competitors in the London market. A great move for an ambitious individual on the upward curve of their financial planning journey.
Back to searchJunior Paraplanner
mbf.
Posted 19 days ago, valid for 7 days
London, Greater London EC1R 0WX
£25,000 - £30,000 per annum
Full Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
Sonic Summary
- A top-tier international wealth management organization is seeking a Junior Paraplanner for their Central London office.
- The role involves supporting Wealth Planners in providing bespoke advice to ultra-high-net-worth (UHNW) clients with investments ranging from £10M to £100M.
- Candidates are expected to be presentable and capable of building rapport with clients from the start, as well as undertaking suitability report writing.
- The position requires candidates to be DipPFS qualified or close to it, with opportunities for career progression to Senior Paraplanner and eventually client-facing roles.
- The organization offers a competitive salary and has a low staff turnover, making it an attractive opportunity for ambitious individuals in the financial planning sector.
