Junior Paraplanner
6 days ago
Due to increased enquiries, my client, a well-established prestigious Private London Bank, is looking to offer this amazing progressive opportunity to an experienced IFA Administrator/Junior Paraplanner.
Opportunity Highlights
- **Be part of a dynamic team, perfect for personal development
**Hybrid working
**Must be actively studying towards the CII Diploma ( RO exams)
**Current IFA Admin/Junior Paraplanning skills
**Career development towards Paraplanner
- structured career path
**Opportunity to gain insight into Private Banking & UHNW Clients
**Onboarding Clients, illustrations, letters of valuation, liaising with platform providers, processing fund switches, drawdowns, writing suitability reports (pensions, investments, IHT and estate planning)
To learn more about this role, please either call Camilla Howden at Financial Divisions.
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