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Junior Paraplanner
Location:
London
Description:
Junior Paraplanner Ref: 1224City 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 high-quality 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 problem-solving 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 up-to-date 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 top-quality financial planning support to clients, we encourage you to apply for this exciting opportunity. Visit ListedBuy for more information.
Company:
Independent Resourcing Consultancy
Posted:
January 8 on ListedBuy
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More About this Listing: Junior Paraplanner
Junior Paraplanner is a Accounting & Finance Junior Paraplanner Job at Independent Resourcing Consultancy located in United States. Find other listings like Junior Paraplanner by searching Oodle for Accounting & Finance Junior Paraplanner Jobs.
Junior Paraplanner is a Accounting & Finance Junior Paraplanner Job at Independent Resourcing Consultancy located in United States. Find other listings like Junior Paraplanner by searching Oodle for Accounting & Finance Junior Paraplanner Jobs.