Job Description
Location
Client Service & Relationship Support
Portfolio & Investment Administration
Operational & Financial Support
Compliance & Risk Management
Administrative Support
Familiarity with wealth management operati...
Surbiton
Salary £30000 - £40000 TypePermanent WorkplaceOn-Site Ref89643Junior 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
Skills & Competencies
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Submit ApplicationJob Details
- Location Surbiton, England
- Job Type Permanent
- Category Business Operations Specialists
- Posted Date June 09, 2026
- Application Deadline July 19, 2026