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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.
