A high end, boutique advisory practice currently requires a Associate Wealth Planner/Paraplanner to join their team. Based in their prestigious West offices (required to be in office only two days per week), you will be working on a 1-2-1 basis with one of the Managing Partners providing technical support and relationship management services to their niche ex-pat client bank.
Your duties will include working closely with one of the Managing Partners to support him with all existing and new clients. Preparing for and attending all Initial and subsequent client meetings. Taking accurate and meaningful meeting notes during client meetings and record, assign and action follow-up points from the meeting. Pro-actively service clients on an on-going basis delivering them an exceptional service and client experience. After a period of time, you will be expected to be confident to conduct client progress meetings in the instances where a Managing Partner is not available.
This is an exclusive advisory practice dealing with UHNW clients, you must be comfortable working under pressure and dealing with clients at this level. This is a service and relationship focussed role so candidates must have a firm belief that financial & wealth planning are the cornerstones of a service offering. Candidates wpold iderally be DipPFS qualified but there are options for more junior candidates working towards.
My client can offer a highly competitve salary package along with bonus, benefits and an excellent hybrid working model. Ultimately, this is an opportunity to work for a prestigious wealth management firm focussing in a specific niche area offering progression and high remuneration.