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Date Added: Thu 05/09/2024

Junior Paraplanner

London, UK
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Company: MBF.

Job Type: Permanent, FullTime

Salary: £38,000 - £45,000 per annum

A top tier international wealth management organisation is currently recruiting for Junior Paraplanner to join their Central London operation. Working within a team of high-level technical support staff, you will be supporting Wealth Planners who provide bespoke and complex advice to UHNW UK and International clients with investments a number of different jurisdictions. This will initially be a dual role undertaking some support duties as well as suitability report writing. Candidates must be presentable and comfortable building a rapport and relationships in client facing situations with UHNW private clients from day one, clients would have investable assets ranging from £10M - £100M. Development would then involve moving into an out and out Senior Paraplanner before scope to move into a client facing capacity. Candidates will be DipPFS qualified or close to. My client has plush open plan offices in Central London, a minimal turnover of staff and are a level above the vast majority of their competitors in the London market. A great move for an ambitious individual on the upward curve of their financial planning journey.

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