Address
SalaryParaplanner
- Job Reference: 1515B
- Date Posted: 14 December 2023
- Recruiter: Independent Resourcing Consultancy
- Location: City of London, London
- Salary: £28,000
- Bonus/Benefits: + Commission
- Sector: Paraplanning
- Job Type: Permanent
- Contact: Maria Inglis
- Email: maria@ircfs.com
Job Description
We are representing a prestigious international wealth management firm in the City of London area, seeking a motivated and qualified Junior Paraplanner to join their team. As a Junior Paraplanner, you will work closely with Senior Paraplanners and Financial Advisors to deliver high-quality financial planning support to clients.
Requirements:
Responsibilities:
Offering a competitive salary and benefits package, as well as opportunities for career advancement within an international network. If you meet the above requirements and are passionate about providing top-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.
Click to apply today.
Requirements:
- A minimum of 2 year of experience as a Paraplanner in the wealth management industry
- Industry leading qualifications such as Diploma in Financial Planning or equivalent
- Strong analytical and problem-solving skills
- Exceptional attention to detail and organizational abilities
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office, including Excel and Word
Responsibilities:
- Conduct research and analysis to support Senior Paraplanners and Financial Advisors in developing comprehensive financial plans for clients
- Assist in the preparation of reports, proposals, and other documents to be presented at client meetings
- Ensure compliance with industry regulations and internal policies
- Maintain accurate and up-to-date client records and documentation
- Provide general administrative support to the Paraplanning team
Offering a competitive salary and benefits package, as well as opportunities for career advancement within an international network. If you meet the above requirements and are passionate about providing top-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.
Click to apply today.
