Junior Paraplanner/technical Assistant
6 days ago
**Job title: Junior Paraplanner**
**Salary: Dependable on your experience**
**Location: Reigate**
Are you an IFA Administrator looking for your next step up into more of a junior paraplanner role.
Or are you a Junior Paraplanner currently, and looking for a fresh challenge within Wealth Management?
Do you enjoy a boutique-style workplace with close working relationships and highly social and supportive team?
Do you enjoy technical aspects such as
- Preparing complex calculations and research such as Annual & Lifetime Allowance, Carry Forward, Capital Gains Tax and Bond & IHT calculations
- Preparing cashflow forecasts across a broad range of financial planning scenarios
- Realigning a client’s risk profile
Our client, a boutique Wealth management company, based in Reigate, with a close team and highly positive working atmosphere is looking for a technical assistant/junior paraplanner to join them. If desired, this technical assistant can work towards becominga diploma qualified paraplanner assisting in all aspects of research and suitability report writing, and can also have full support to go onto chartered later down the line.
You would work very closely with the other Paraplanners and the Junior Administrator within the team. The junior administrator would handle all traditional IFA administration such as chasing the providers and processing new business etc.
Our client is a small boutique with around 4 employees, who are looking to grow steadily and promote internally. This is evident through the last technical assistant who we hired, now moving through to a fully diploma qualified paraplanner/trainee adviserrole, so room for growth and development is genuine here.
**_If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable._
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