Junior Paraplanner
1 week ago
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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Junior Paraplanner
7 days ago
London, United Kingdom mbf. Full timeWe are currently working with a leading Investment Managers with offices in London to recruit an experienced Junior Paraplanner to join their Financial Planning division. You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Junior Paraplanner you will work...
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Junior Paraplanner
19 hours ago
London, United Kingdom Premier Jobs UK Limited Full timeThis Junior Paraplanner job in London provides the opportunity to work closely with a respected Financial Advisor. As a Junior Paraplanner, you will be supporting with providing paraplanning and administrative duties, including: - Producing suitability reports for presentation - Ensure advice provided is fully compliant - Prepare client financial plans and...
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Junior Paraplanner
2 weeks ago
London, United Kingdom mbf. Full timeA market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, Junior Paraplanner to join their fast-growing team. You will join the business within a hybrid admin and low-level paraplanning role with gradual progression into an out and out Paraplanner position. This is an opportunity to work highly...
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Junior Paraplanner
5 days ago
London, United Kingdom Financial Divisions Full timeJunior 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...
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Junior Paraplanner
1 week ago
London, United Kingdom Financial Divisions Full timeA dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. You must be working towards your diploma qualification and client will provide you with full study support tocomplete your diploma and develop your skills as a Paraplanner. My client offers a structured career path...
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Junior Paraplanner
7 days ago
London, United Kingdom Financial Divisions Full timeA 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,...
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Junior Paraplanner
5 days ago
London, United Kingdom Financial Divisions Full timevery 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, processing Letters of Authorities and Valuations, liaising with product providers, preparing meeting packs...
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Junior Paraplanner
19 hours ago
London, United Kingdom Financial Divisions Full time**Junior Paraplanner - (Transition from admin to paraplanner) £30k - £40k including attractive benefits package - Central London** Are you an IFA administrator looking to step into paraplanning? Do you have an extensive background in private client wealth management supporting Advisers on clients’ financial affairs? My client, who I have placed several...
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Paraplanner
3 days ago
London, United Kingdom mbf. Full timeOur client is a global insurance organisation with offices across the UK, their current requirement is for an experienced Paraplanner to join the businesses Wealth Management division based in London. This business operates a flexible working policy whereby you will have the option to work from home up to four days a week. You will be a technical...
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London, United Kingdom Financial Divisions Full timeMy client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator/Junior Paraplanner who is passionate about what they do. This role will offer full careerprogression and support you in becoming a Paraplanner. You will be supporting the advisers in the...
