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Junior Paraplanner

Posted 31 January by Accountancy Divisions Limited Ended

This is an exceptional opportunity to join a prestigious "Top Ten "Wealth Management firm offering fantastic training support that will fast track your career, and give rise to generous salary increases

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships and working in both an advisory and consulting capacity. With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers in London, a motivated junior paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

Key responsibilities include:

  • Support / develop client relationships
  • Work closely with the consultant to technically validate advice
  • Producing, in accordance with company policy, reports and Suitability Reports
  • Manage pipeline reports, updating workflows
  • Prepare client portfolio information, presentations, comparative review documents, income forecasts
  • Helping clients in connection with product sales
  • Assist with workload across the company
  • Analysis, monitoring and reporting of valuation reports, including SIPP, Drawdown Pension

You will be:

  • Lv4 Diploma in Financial Planning or working towards
  • Ability to prioritise and manage own workload and adhere to timescales; ability to multitask
  • Ability to work on your own and as part of a team, and sometimes under pressure, with good interpersonal skills
  • Sound knowledge of the financial services industry gained from an IFA/Private Client/Wealth Management practice

Experience with dealing with different Platforms is preferred but not essential If this role sounds as though it aligns with your desire to have a career that comes with fantastic support and opportunity, please email your CV

Reference: 34361793

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