An exciting opportunity (Junior Paraplanner) has risen for my client is an Independent, Wealth Management who provide holistic advice to their long-standing UHNW clients.
Owing to their expansion, they are searching for a creative and forward-thinking Junior Paraplanner or Financial Administrator who is seeking a company that will help them advance in this field. The road to becoming a Technical Paraplanner and eventually becoming an Adviser is quite well-defined and planned.
Along with arranging and organising client meetings, you will be aiding two top billing advisers, creating portfolio appraisals, and helping with the creation of appropriateness reports. handling customer inquiries and having knowledge of other platforms, including Transact, etc.
The ideal applicant for this Junior Paraplanner position would have worked for an IFA and have experience in wealth management. The role will be on-site where you can build relationships, be coached, and mentored and work towards achieving your career goals and inspirations. If this Junior Paraplanner position is of interest, please send your CV to Sam Negbenebor at Financial Divisions