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Junior Paraplanner - Wealth Management Firm

Posted 6 March by Accountancy Divisions Limited Easy Apply Ended

Junior Paraplanner - Wealth Management Firm

London NW1

£25,000 - £30,000 + bonus

Financial Divisions are currently working with a leading Wealth Management firm based in London NW1 close to Regents Park. The firm are going through a period of growth and looking to add a Junior Paraplanner to their team to work alongside and support one of their most successful Advisers. The firm work with a diverse mix of HNW clients and wealthy families across London and the home counties with clients averaging £1m in assets to invest. The role will focus around investments, trusts, IHT and pension work although will cover the whole of market product range.

As Junior Paraplanner you will work closely alongside one of the firm’s top performing Consultants assisting them with a range of technical, clients facing and administrative tasks. This will include producing suitability reports, preparing clients meetings, liaising with clients regarding queries and on-boarding process as well as producing clients statements. You will also liaise with providers and build a strong knowledge of products on offer in the market.

As Junior Paraplanner you will have had some strong experience working in a financial planning environment ideally with some knowledge of products such as pensions, trusts and a range on investments. You will be educated to degree level and will ideally have started on a financial planning professiobnal qualification such as the level 4 diploma in Financial Planning.

For immediate consideration please send your CV to Mark Flannery at Financial Divisions

Reference: 34616034

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