A first class opportunity to join a marketing leading Wealth Management organisation currently managing over £10B of client funds Due to a recent acquisition and conti ues growth within thir financial planing function, they now have a requirement for a Junior Paraplanner/Paraplanner to work alongside one of their high producing Financial Planners. You will be responsible for the preparation of information and paperwork for client meetings as well as a technical point of reference for company clients - you will also get the opportunity to attend client meetings if you wish to do so.
My clients a unique and relaxed working environment and truly believe in offer a positive and friendly working environment where everybody has a real part to play in the growth of the continued business. Candidates must have some previous suitability report writing experience and an understanding of the Financial Planning/Wealth Management market. You will ideally have made progress towards DipPFS. Candidates must also be, positive, passionate, dedicated and a reliable team player who is always focussed on client service. Above all, this is an excellent development opportunity for individuals looking to work in a HNW Private Client environment with many opportunities to further develop your career.