This investment group is an independent and international provider of insurance, professional and investment services and is a leading investment and wealth manager for private and institutional clients.
We are looking for an ambitions and dedicated individual who is committed to a career in financial services. They will be exam focused having already started or maybe even completed the Diploma in (Regulated) Financial Planning. They will have had a year or more work experience in a financial service role and are now looking to undertake the next step in their career within a wealth management business.
The Junior Paraplanner will support the Private Client Partners and Consultants in carrying out high quality research on a full range of financial planning products and services, adhering to the processes and compliance framework. This includes: cash management, investment management, tax efficient investment strategies, retirement planning, and inheritance tax planning.
Educated to at least A Level (or equivalent)
Studying towards Diploma in (Regulated) Financial Planning, with evidence of progress; or Achieved Diploma in (Regulated) Financial Planning
At least 12 months experience working in a financial planning firm - essential