COVID-19

Junior Paraplanner

Full Time

Westminster Wealth Management LLP

Junior Paraplanner London

Apply Now

Do you have at least two years financial planning/IFA paraplanning as well as administration experience together with the CII Diploma, or close to achieving it?

Are you ready to join our top performing team, working with experienced professionals, where you can learn and progress your career in the financial planning industry?

This is a fantastic opportunity for someone who has started their career in the wealth management industry and has already achieved the Diploma or is close to doing so. We will give you the support and encouragement to take further exams to become Chartered and you can continue to build your expertise and knowledge in paraplanning. You will work on a variety of financial planning cases, and you will play a key part in delivering our high-quality service to our clients.

This role will start as a mixture of paraplanning, and some administration duties and your work will change and become more complex as you progress with us. Amongst others, tasks will include:

  • Suitability and annual review reports.
  • Meeting preparation.
  • Portfolio analysis.
  • Cashflow modelling
  • Attending client meetings.
  • Being part of the client relationship experience.
  • Client servicing.
  • Intelligent Office oversight.
  • Business turnover tracking.
  • MI project work.

Benefits

Discretionary bonus payable based on team turnover and individual performance. Full training provided, full study support available for CII qualifications, 20 days holiday rising by 1 per year, company pension and private health care post probation.

Info

Hybrid working with 3-4 days in the office.

Essential Skills

  • At least two years’ experience working in either a paraplanning or support role at an IFA or wealth management firm. Exceptional candidates with less experience may be considered.
  • Diploma qualified or near completion.
  • Ambitious, keen to progress and eager to grasp the opportunity we are offering.
  • Confident, a good communicator and team player and someone who wants to progress at a measured pace and build solid foundations in financial planning.
  • Excellent numerical skills and attention to detail as well as being extremely well organised are key attributes.
  • A capable person who can take responsibility and play a very important part in our team.

About Company

Our team is run by Danny McFarlane who is a partner and the number one producer at Westminster Wealth Management. The business is based in London and is a privately owned Chartered Financial Planning company. We provide expert financial advice to a wide range of clients including private individuals, companies, trusts and charities. Our team has the development and progression of its team members at its core, and we can demonstrate this at the interview stage.

We are using recruitment advertising specialists Recruitment Rebellion Limited to assist us with this recruitment campaign. Please do apply through the advert and not to us directly as your application may be missed if you do. Please, no agencies.

Essential Requirements

  • At least two years’ experience working in either a paraplanning or support role at an IFA or wealth management firm. Exceptional candidates with less experience may be considered.
  • Diploma qualified or near completion.
  • Ambitious, keen to progress and eager to grasp the opportunity we are offering.
  • Confident, a good communicator and team player and someone who wants to progress at a measured pace and build solid foundations in financial planning.
  • Excellent numerical skills and attention to detail as well as being extremely well organised are key attributes.
  • A capable person who can take responsibility and play a very important part in our team.

COVID-19 Junior Paraplanner London

Apply Now

Tagged as: Junior Paraplanner