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My client is a prestigious IFA based in London who due to expansion are looking for an Associate Paraplanner/Wealth Executive to join their dynamic team. The role has become available due to organic growth and are looking to take on a degree educated or similar candidate who is working towards their Level 4 diploma. You will be offered full study support. The role is working closely with Advisers which can further support your development and help you achieve you career ambitions and aspirations.
This is a fantastic opportunity to be part of a high performing team of a well-established IFA with an outstanding reputation. As an Associate Paraplanner/Junior Paraplanner/Wealth Executive, you will provide a mix of technical admin and report writing support across all financial planning products for their UHNW clients.
This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern, this is a genuine career move for someone who is looking to continue to develop their knowledge and skills in Paraplanning and Advice within a corporate structure.
You must be working towards your diploma with 2 years’ experience to be considered for this role. The role would suit a Junior Paraplanner who is looking to work for a great Company that can support their career growth and develop further with them. The role is fully hybrid after induction with 3 days in the office and 2 days WFH.
Please send your CV to Ursula Sloan at Financial Divisions.
