Private Banking Paraplanner

TN United Kingdom; London; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading private banking organization in London is seeking a Paraplanner to support wealth managers. The role involves product research, report writing, and completing letters. Ideal candidates should have a Level 4 Diploma in Financial Services and Paraplanning experience.

Qualifications

• Experience in Paraplanning within an IFA environment.

Responsibilities

• Conduct product research.
• Complete 'reason why' letters.
• Write reports.

Skills

Paraplanning

Product research

Education

Level 4 Diploma in Financial Services

Job description

Job Opportunity: Paraplanner in Private Banking

Our client, a UK private banking organisation with a wealth management division, is seeking a Paraplanner to support and service their wealth managers in London. The role involves working within a team alongside a senior Paraplanner and sales support, supporting a Chartered Financial Planner.

1. Responsibilities include:
2. Product research
3. Completing 'reason why' letters
4. Report writing

The ideal candidate must hold a Level 4 Diploma in Financial Services, be qualified, or close to completing it, with Paraplanning experience within an IFA environment.

This is an excellent opportunity to work within a private banking organisation with great prospects for career progression. It is suitable for Paraplanners looking to advance into dealing with Ultra HNW clients.