Junior Paraplanner
Surbiton
Up to £40,000
An exciting opportunity has arisen for a motivated Junior Paraplanner to join a highly respected and growing wealth management firm. This role is perfect for someone early in their paraplanning career who wants to develop strong technical knowledge and work closely with experienced advisers. The successful candidate will play a key role in client servicing, portfolio administration, compliance, and operational support, ensuring seamless execution of day-to-day activities.
Key Responsibilities
- Client Service & Relationship Support
- Portfolio & Investment Administration
- Operational & Financial Support
- Compliance & Risk Management
- Administrative Support
Skills & Competencies
- Familiarity with wealth management operations, compliance, and client servicing.
- Excellent attention to detail and accuracy in handling sensitive financial information.
- Strong organizational and multitasking skills in a fast-paced environment.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM/portfolio management systems.
- Excellent written and verbal communication skills.
Apply today!