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 18 hours ago, valid for 10 days
London, Greater London EC1R 0WX
£44,000 - £55,000 per annum
Full Time
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Sonic Summary
- A top tier international wealth management organisation is seeking a Junior Paraplanner for their Central London operation.
- The role involves supporting Wealth Planners and writing suitability reports, with a focus on UHNW clients with investable assets between £10M and £100M.
- Candidates should have at least some experience in client-facing roles and must be DipPFS qualified or close to it.
- The position offers a competitive salary, although the exact figure is not specified in the job description.
- This role presents an opportunity for career development, potentially leading to a Senior Paraplanner position and eventually a client-facing role.
