Location

Surbiton

Salary £30000 - £40000 TypePermanent WorkplaceOn-Site Ref89643

Junior Paraplanner

Position Overview

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 operati...