Junior Paraplanner

Heat Recruitment

📍 Surbiton, England, United Kingdom

Permanent Business Operations Specialists

Job Description

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...
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