Junior Paraplanner
Salary
28000
Location
Leatherhead
Job Type
Full Time
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Job Title: Junior Paraplanner
Industry: Financial Services
Location: Leatherhead
Salary: £28,000
Reference: 15485
Job Description:
Recruit UK is working on an excellent opportunity for a Junior Paraplanner in Leatherhead to join a boutique Wealth management firm based in Leatherhead.
They are looking for a motivated individual to join them, where you will play an integral part of the back-office team.
Your role will include, but not be limited to:
- Assist the Financial Planner with client analysis and recommendations
- Assist with the preparation of all suitability letters and implementation report
- Draft all in-house reports and recommendations for the Financial Planner to check
- Assist with booking the Financial Planner appointments
- 2 years + experience at an Advisory or Wealth Management Firm
- Minimum of 2 industry-recognized exams
- A high standard of proficiency with Microsoft Office products
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.