Trainee Paraplanner

Wealth Management
London (Central)
11 Jan 2018
16 Feb 2018
Contract Type
Full Time

An opportunity has arisen to join a progressive Senior Partner Practice of a highly respected FTSE 100 Wealth Management Company.

The successful candidate will have a previous background as an IFA Administrator or Trainee Paraplanner, strong attention to detail, and a highly organised approach to their work. Good interpersonal skills and sense of humour are also essential.

You will provide a full suitability support service in line with the FCA and internal compliance procedures, undertake paraplanning responsibilities, and will be given exposure to interesting pensions, inheritance tax and investment cases.

Essential attributes:

  • A desire to develop a long term career within a small but growing practice
  • Understand and appreciate the value of long term client relationships.
  • Ability to achieve agreed outcomes without supervision.
  • Develop internal relationships with compliance teams to ensure 100% accuracy on all cases.
  • Ability to multi task and prioritise workload effectively and assist in ad-hoc projects when required.
  • Proficient in using MS Excel, Outlook and Word.

For the right candidate, support to achieve Chartered status is available.