Junior Paraplanner

Junior Paraplanner

Ref: 1224

City of London

Job Advertisement: Junior Paraplanner for Prestigious International Wealth Management Firm in the City of London Area

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 highquality financial planning support to clients.

Requirements:
A minimum of 1 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 problemsolving 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 uptodate 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 topquality financial planning support to clients we encourage you to apply for this exciting opportunity.

24000AED 28000AED Commission Study Support

Remote Work :

No