Junior Paraplanner

We 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...

This 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...

A 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...

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...

A 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...

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, processing Letters of Authorities and Valuations, liaising with product providers, preparing meeting packs...

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...

Our 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...

**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...

About Utmost InternationalUtmost International is a leading provider of insurance-based wealth solutions operating across the UK, Europe, Latin America, Asia, and the Middle East. Its' solutions are largely based on unit-linked insurance policies, serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals.On a proforma...