Junior Paraplanner
3 weeks ago
Our client which is a highly reputable Private Banking organisation, is looking to add a Wealth Junior Paraplanner to their team.
Our client is a family-owned private bank with a strong ethos of doing the right thing for clients and providing really outstanding client service. The Investment & Wealth Advice team is small, driven and upbeat. It creates and maintains the centralisedinvestment process which is delivered by private bankers and provides specialist wealth planning expertise directly to clients.
They will work closely with the Senior Financial Planner, Investment Director and Chief Investment Officer.
This role would suit a 1st class or 2.1 Graduate who holds two or more CII R0 exams.
**Main Responsibilities**
- Dealing with investment providers and platforms.
- Report writing.
- Attending client meetings where required.
- Practice administration via Adviser Office.
- Invoices and commission statements.
- Overseeing and chasing up transfers, new accounts, etc.
- Providing general assistance re. account opening and administration to the wider private banking team.
- Preparing and sending quarterly investment reports.
**Package**
- To £35,000
- Excellent Benefits
- Annual Bonus
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