Junior Paraplanner/trainee Financial Adviser

2 weeks ago

London, United Kingdom Financial Divisions Full time

**Partial Remote (3days WFH if required) + Excellent Benefits**

**The Opportunity**

This opportunity exists within our client, a leading, long established and highly respected wealth management firm based in the city of London. They are looking for an experienced IFA Administrator with a couple of RO exams who is ready to take the stepinto Paraplanning, or alternatively a junior Paraplanner who is currently studying and looking for a supportive environment to grow into a diploma qualified paraplanner role in the near future.

**The Role**

As a junior Paraplanner, duties will include (but not be limited to):
Assisting with the preparation of outstanding financial advice on investments, pension planning,

inheritance tax and estate planning, in an efficient manner

Supporting the advisory teams to execute client relationship strategy

Supporting the Client Relationship Manager and Senior Financial Planners/Financial Planners, to

maintain strong relationships with clients, driving engagement and positive client outcomes

Always ensuring that the work undertaken complies with the regulatory and legal environment

**About you**

As an experienced private client wealth management professional, you will possess:
At least 5 good GCSE passes, including maths, or equivalent qualification

A minimum of 12 months financial services experience - preferably in wealth management

A genuine interest in financial markets/personal financial planning

2 Regulated Diploma exams (or equivalent) including R01 (or equivalent)

Strong organisational skills

Excellent communicative and interpersonal skills

Clear commitment to an effective and efficient organisation

Proven record of delivering all work accurately, on time and to agreed SLAs

A positive and engaged attitude with a willingness to learn and develop skills

The ability to work effectively as a member of a team

The ability to work under pressure and to tight deadlines

**In summary**

This is a fantastic opportunity for a talented, professional IFA administrator or junior Paraplanner to join a leading organisation and fully develop their career potential. My client can offer career progression, excellent benefits and generous bonusesand most importantly a long term acer path.

If this is opportunity is of interest, please either call Jim Maddison or send a copy of your CV.

  • Trainee/junior Paraplanner

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    **Trainee/Junior Paraplanner - Medium sized IFA firm - £35k - Full study support to your diploma and training to be a Paraplanner & Adviser** Are you a Financial Administrator within an IFA firm looking to make the next step of your career move into Paraplanning? do you have some basic experience writing suitability reports and have much longer aspirations...

  • Junior Paraplanner

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    Our client is a forward-thinking IFA Firm in city of London, with expansion are looking to take on a versatile and experienced Trainee / Junior Paraplanner who is passionate about what they do. This role will offer full career progression study and supportyou in becoming a Paraplanner in the next 18 months You will be supporting the advisers in the Company...

  • Junior Paraplanner

    5 days ago

    London, United Kingdom Financial Divisions Full time

    Junior Paraplanner - Bank - £35k A prestigious private bank is looking for a Junior Paraplanner to join their team in London. They are very well respected in the Wealth Management space and due to continuous growth are now looking for a Junior Paraplanner to join their team. Ideally you will have sat a couple of RO exams and have experience as an IFA...

  • Trainee Financial Adviser/paraplanner

    5 days ago

    London, United Kingdom GDA Financial Partners Full time

    **Starting salary of £25,000 per annum (increasing to £27,500 on completion of professional qualifications)**: - **Permanent, Full-time**: - **Wanstead, London** GDA Financial Partners is a small independently owned company, who pride themselves on providing an outstanding working environment for its team of advisers, paraplanners and administrators, as...

  • Junior Paraplanner-£35k

    3 days ago

    London, United Kingdom Financial Divisions Full time

    **Junior Paraplanner with full training, Bonus, Definite career progression** Are you an junior paraplanner looking for a change of direction? I am currently working with a very well established and respected independent firm of Financial Advisers in London who have now created this new opportunity within the business. Opportunity Highlights - Business has...

  • Junior Paraplanner/financial Administrator

    2 weeks ago

    City of London, United Kingdom Financial Divisions Full time

    **Junior Paraplanner/Financial Administrator - City of London - £35k + bonus of 15%** My client are a dynamic boutique Chartered wealth planning practice. The business has circa 20 staff across all departments and have maintained an excellent reputation providing the highest levels of financial advice to HNW private clients who are City...

  • Senior Paraplanner

    3 days ago

    City of London, United Kingdom Westminster Wealth Management Full time

    **Are you a senior paraplanner wanting to take the next step into financial advising?** Would you like to build on your paraplanning experience in a role offering variety, responsibility, support and training to move into financial advising? We have a rare opportunity to carve out an exceptional career as a financial planner and take over a high-net-worth...

  • Ifa Administrator

    1 week ago

    London, United Kingdom Financial Divisions Full time

    An Independent, Boutique Wealth Management IFA client is looking for an IFA Administrator/ Junior Paraplanner to join their team in London. The role will be based 3 days in the office and 2 days from home. They are very well respected in the Wealth Managementspace and due to continuous growth are now looking for an IFA Administrator/ Junior Paraplanner to...

  • Junior Paraplanner

    7 days ago

    London, United Kingdom Financial Divisions Full time

    A prestigious private bank is looking for a Junior Paraplanner to join their team in London. They are very well respected in the Wealth Management space and due to continuous growth are now looking for a Junior Paraplanner to join their team. Ideally you will have sat a couple of RO exams and have experience as an IFA Administrator/Junior Paraplanner,...

  • Junior Paraplanner

    5 days ago

    London, United Kingdom Recruit UK Full time

    **Job Title**: Junior Paraplanner **Industry**: Financial Planning **Location**:London **Salary**: £29,000 - £32,000 **Job reference**:7577 Recruit UK are working on an excellent opportunity for a Junior Paraplanner to join an Independent Financial Advisory firm in London. This IFA firm provides simple and attainable financial planning and are now...