Associate Paraplanner - London, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
London, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

My client is a prestigious Private Bank based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team.

The role has become available due to an internal promotion and now looking to take on someonenew that they can further develop and help achieve your career ambitions and aspirations.

You must be working towards your diploma qualification, educated to degree level or equivalent and have excellent communication skills.

My client will provide you with full study support to complete your diploma and develop your skills further as a technicalParaplanner.


My client offers a structured career path for their employees, and you are encouraged to study your RO qualifications to become diploma qualified.

As a experienced IFA Administrator/Junior Paraplanner, you will further your knowledge and skills and havethe opportunity gain insight into Private Banking, where my client deals with UHNW clients and be able to further your experience and technical knowledge in Paraplanning.

Due to the clients my clients deal with, you will be exposed to truly complex and technicalcases.

Junior Paraplanner/Associate Paraplanner duties include producing illustrations and valuations, preparation of annual reviews.

Liaise with clients and Advisers and Processing fund switches and drawdowns and writing suitability reports across pensions, investments,IHT and estate planning.


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 for someone who is looking to continue to develop their knowledge and skills in Paraplanningwith a Private Bank and deal with UHNW clients.


If you are an experienced IFA Administrator/Junior Paraplanner looking to progress your career with a well-established and highly recognised Private Bank, completed some of your RO exams and now looking for a role that can offer you progression to a Paraplanner,with a client that can support your development, provide you with excellent benefits and be part of a great working environment with some of the best talent in the industry then please send your CV to Sarah Austin-Peggs at Financial Divisions.

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