Junior Paraplanner

1 week ago


London, Greater London, United Kingdom Hudson Clarke Associates Full time

Junior Paraplanner - City of London - £30,000 to £40,000 dependent on experience - Full study support, career progression
Do you want to work for a well established and highly regarded boutique Wealth Management organization that will fully support your studies, provide clear career progression and enjoy modern offices with a happy long standing small team

Company


Our client based in the City of London provides holistic and bespoke wealth management services to business owners and HNWI's.

Highly trusted and respected with a strong track record of developing their staff, most of whom have been with them for many years.


Due to their success and continued growth, now looking for a Junior Paraplanner to work closely and provide support in particular to the Director.

Working in a small and professional team will ensure your exposure and ability to grow and build your careerknowing that you will be supported and your exams fully paid for.


Person

As Junior Paraplanner you will have:

  • Minimum 2 years experience
  • Experience of liaising with product/investment providers and platforms
  • Experienced in producing suitability reports
  • Excellent communication skills both verbally and written
  • Attention to detail & highly organized
Junior Paraplanner \ Paraplanner \ Trainee Paraplanner \ Financial Planning Administrator \ IFA Administrator
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