Junior Paraplanner - Central London - £35 - 38k (Work From Home options available)
About the company?
Are you a prudent wealth professional dealing with clients’ savings, investments and long-term financial stability? My client, an award winning Independent Financial Advisor (IFA) based in Central London who had a record breaking 2020 despite the covid pandemic. They wish to continue this throughout 2021. Their client base includes HNW private families and businesses in and around London and the South East. They have a reputation for their impeccable internal training programmes, workshops and routes to develop. Due to the internal progression of a Paraplanner to an Adviser, my client is seeking an ambitious new Junior Paraplanner to join their team and support one the firm’s Chartered advisers.
What you will be doing?
Reporting into your allocated Adviser you will be working on all technical paraplanning tasks and all client servicing to aid the adviser in their duties. A large part of this role will be writing accurate and detailed recommendation reports to present to clients. This role will be suitable for a Paraplanner with 1+ years of experience in a Paraplanning or an experienced Senior Financial Administrator who wishes to transition to a Paraplanner. A good academic background is necessary and you will be ideally someone who is studying towards their CII Diploma (DipPFS OR DipFA) having completed a few exams.
What benefits you will receive?
You will benefit from full study support for any exams you are undertaking. You will be enrolled onto the firms ongoing training programmes if you wish to specialise in a particular area of Paraplanning or become an adviser in the long term. A generous benefits package will be available including salary sacrifice options, death in service payments, and other beenfits once your probation is complete. Flexible working will be included in any formal offer. The role is currently working from home but will slowly transition back to office based work.
Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.Report this job
"Office Assistant jobs in London"
'Saved search name'