Junior Paraplanner (Client facing - On site)
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/Junior Paraplanner 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 work towards the goal of becoming an Adviser with clients provided.
This is fantastic opportunity to work for a well - established and forward - thinking IFA where 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 using various platforms such as Transact etc.
The ideal candidate must have experience working as an IFA Administrator/Junior Paraplanner and working 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.
The role is on-site where you can build relationships internally with senior stake holders and work closely with Advisers and attend client meetings. Full coaching mentoring will be provided to support you in achieving your career goals and inspirations.
Please send your CV to Ursula at Financial Divisions