Back to search
My client is a prestigious IFA based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to organic growth and are looking to take on an experienced Trainee Paraplanner that they can further develop and help you achieve your career ambitions and aspirations.
You must be working towards your diploma qualification, educated to degree level or equivalent and have excellent communication skills. My client will provide you with full study support to complete your diploma and develop your skills further as a technical Paraplanner.
As a 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.
Junior Paraplanner/Associate Paraplanner duties include producing illustrations and valuations, preparation of annual reviews. Liaise with clients and Advisers and Processing fund switches and drawdowns and writing suitability reports across pensions, investments, IHT and estate planning.
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 is a genuine career for someone who is looking to continue to develop their knowledge and skills in Paraplanning and deal with UHNW clients.
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 Ursula Sloan at Financial Divisions
