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Junior Paraplanner route to Financial Advisor, London (On site), up to £40,000 + Study support

Financial Divisions
Posted 7 hours ago, valid for 25 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

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

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  • My client is an Independent, boutique Wealth Management firm seeking an experienced IFA Administrator to support their UHNW clients.
  • The ideal candidate should have prior experience in Wealth Management, particularly with an IFA, and be studying towards their Level 4 diploma.
  • This role offers a structured path to becoming a Technical Paraplanner and eventually an Adviser, making it suitable for ambitious individuals.
  • The position involves supporting two Top Billing Advisers, preparing portfolio valuations, and handling client queries, with a salary of £30,000 to £35,000.
  • Candidates should ideally have passed some of their RO exams and be eager to progress in their career within Wealth Management.

My client is an Independent, boutique Wealth Management who provide holistic advice to their long-standing UHNW clients. Due to growth, they are looking for an experienced IFA Administrator who is dynamic and progressive and looking for a Company that can support their progression in this industry. There is a very clear structured path to a Technical Paraplanner and working towards the long-term goal of becoming an Adviser.

You will be supporting 2 Top Billing Advisers, preparing portfolio valuations, assisting with preparation of suitability reports, scheduling and preparing client meeting packs. Dealing with client queries and experience with various platforms such as Transact etc.

The ideal candidate for this Junior Paraplanner position must have experience within Wealth Management, working for an IFA and studying towards your Level 4 diploma, ideally having passed some of your RO exams. This is a fantastic opportunity for an ambitious candidate who is looking for a progressive role in Wealth Management or candidate looking to step into a Junior Paraplanning position.

This Junior Paraplanner role is on-site where you can build relationships, be coached, and mentored and work towards achieving your career goals and inspirations.

Please send your CV to Samantha.

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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.