Junior Paraplanner

4 weeks ago


London, United Kingdom Financial Divisions Full time

**plus Hybrid working, great career move**

Due to increased enquiries, my client, a well-established prestigious Private London Bank, is looking to offer this amazing progressive opportunity to an experienced IFA Administrator/Junior Paraplanner.

**Opportunity Highlights**

*Opportunity to gain insight into Private Banking & UHNW Clients
*Responsibilities include onboarding Clients, illustrations, letters of valuation, liaising with platform providers, processing fund switches, drawdowns, writing suitability reports

*Advice given across pensions, investments, IHT and estate planning
*Be part of a dynamic team, perfect for personal development
*Hybrid working
*Must be actively studying towards the CII Diploma ( RO exams)
*Current IFA Admin/Junior Paraplanning skills
*Career development towards Paraplanner
- structured career path
To learn more about this role, please either call Camilla Howden at Financial Divisions.



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