Junior Paraplanner

1 week ago

London, United Kingdom Financial Divisions Full time

My client is a prestigious Private Bank based in London who due to expansion are looking for an experienced IFA Administrator/Junior Paraplanner to join their dynamic team. You must be working towards your diploma qualification, educated to degree levelor equivalent and have excellent communication skills. My client will provide you with full study support to complete your diploma and develop your skills as a Paraplanner.

My client offers a structured career path for their employees, and you are encouraged to study your RO qualifications to become diploma qualified. As an experienced IFA Administrator/Junior Paraplanner, you will be supported to further your knowledge andskills and have the opportunity gain insight into Private Banking, where my client deals with UHNW clients which will enable you to gain exposure to complex and high value cases.

Junior Paraplanner/IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well dealing with client and or provider queries. Liaise with Platform providers and maintain the back-office system and clientfiles. Processing fund switches and drawdowns and writing suitability reports across pensions, investments, IHT and estate planning.

This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer a hybrid working pattern, this is a genuine career for someone who is looking to continue to develop their knowledge and skills in Paraplanningwithin a Private Bank and offer clear progression.

If you are an experienced IFA Administrator/Junior Paraplanner looking to progress your career with a well-established and highly recognised Private Bank, have completed some of your RO exams and now looking for a role that can offer you progression to aParaplanner, my client can support your development, provide you with excellent benefits and you will be part of a great working environment. Please send your CV to Ursula Sloan at Financial Divisions.

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