Quick Questions : Do you have Paraplanning experience?
Have you worked in an Independent Financial Advice firm previously?
Are you a detail-oriented and proactive Paraplanner looking to join a busy wealth management team?
Benefits: 22 days holiday plus bank holidays; office closed over Christmas.
Pension contribution.
Exams funded.
About the Company : Our clients are seeking a detail-oriented and proactive Paraplanner to join their busy wealth management team. The successful candidate will support their advisors in delivering exceptional service to clients, working closely with senior team members on high-net-worth client portfolios, inheritance tax planning, and pensions consolidation. Key Duties for this Paraplanner role: Assist with onboarding new clients, including KYC/AML checks and account opening documentation.
Process investment instructions and support portfolio administration tasks.
Liaise with investment platforms to ensure accurate settlements and reconciliations.
Support advisors with diary management and general office administration.
Skills Required for this Paraplanner role : Prior paraplanning or financial services experience (minimum 6 months preferred).
Ideally started professional exams or fully qualified.
Excellent written and verbal communication skills.
Team player with a proactive, can-do attitude.
Apply Today for This Paraplanner Role : Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested. Note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.
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