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My client is an Independent, boutique Wealth Management who provide holistic advice to their long-standing UHNW clients. Due to growth, they are looking for a Junior Paraplanner who is dynamic and progressive and looking for a Company that can support their progression in this industry. There is a very clear structured path to a Technical Paraplanner and working towards the long-term goal of becoming an Adviser.
As a Junior Paraplanner you will be supporting 2 Top Billing Advisers, preparing portfolio valuations, assisting with preparation of suitability reports, scheduling and preparing client meeting packs. Ideally you will be dealing with client queries and experience with various platforms such as Transact and others.
The ideal candidate must have experience within Wealth Management, working for an IFA and studying towards your Level 4 diploma, ideally having passed some of your RO exams. This is a fantastic opportunity for an ambitious candidate who is looking for a progressive role in Wealth Management.
The role is on-site where you can build relationships, be coached, and mentored and work towards achieving your career goals and inspirations.
