Are you an experienced IFA Administrator looking to advance your career in Wealth Management? My client, an independent boutique Wealth Management firm, provides holistic advice to their long-standing UHNW clients. Due to growth, they are seeking a dynamic and progressive individual to join their team and support their career development.
As a Junior Paraplanner, you will support two top billing advisers, prepare portfolio valuations, assist in preparing suitability reports, schedule and prepare client meeting packs, handle client queries, and utilise various platforms such as Transact. This role offers a clear, structured path from Junior Paraplanner to Technical Paraplanner, with the long-term goal of becoming a Financial Advisor. The company is committed to supporting your progression in the industry, providing opportunities for mentorship and development.
The ideal candidate will have experience in Wealth Management and working for an IFA. You should be studying towards a Level 4 diploma, with some RO exams ideally passed. Ambition and a desire for a progressive role in Wealth Management are essential. This is an on-site role where you can build relationships, be coached, and mentored, working towards achieving your career goals and aspirations. The company offers a clear career progression path and a supportive environment for achieving career goals and aspirations.
If you are an ambitious candidate looking for a progressive role in Wealth Management or seeking to step into a Junior Paraplanning position, please send your CV to Jo at FD. Join us and take the next step towards a rewarding career in Wealth Management!