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Junior Paraplanner

3 weeks ago

London, United Kingdom Financial Divisions Full time

**Overview
Are you a currently a financial administrator who is looking for a move into a paraplanning role? This junior paraplanner position could be the one that takes your career to that next level. My client is a long-established wealth managementcompany based in Finchley who have a strong client base, a secure future and a reputation for developing and training their staff to the high standards expected by from their customers and within the industry. If you are looking to join a company where youwill be nurtured, trained and welcomed into the team, this role could be the one for you.**

**About 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
This is an exciting opportunity for financial administrators that are looking to take the next in their career, as it offers the first step into a financial services paraplanning role. You will have already displayed some experience in thewealth management market (working as a wealth management or financial services administrator) and may have already taken steps towards your diploma in Financial Planning. If you are looking for the next step up the career ladder within financial services career,this could be the role for you