Junior Paraplanner

1 week ago


London, United Kingdom Financial Divisions Full time

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 for the Advisers, and producing illustrations.You will be tasked with taking on some Paraplanner responsibilities and produce suitability reports across pensions, investments, and protection. Full training will be provided as this is a genuine opportunity for an ambitious IFA Administrator looking fora Junior Paraplanner role.

This is a great opportunity, working in a dynamic environment where you are provided with full study support and Company can offer full career progression and support you though your journey in Wealth Management. You will be surrounded with some of the mostexperienced and talented individuals in the industry and will enhance your skills set as well as offer further development into a full Paraplanner position.

If this sounds like a step up the career ladder and what you are looking for, please send your CV to Ursula Sloan.


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