Our client is a boutique Wealth Management business with offices in Finchley, North London. Based in modern and open plan offices they provide financial planning advice and investment management services to a portfolio of HNW/UHNW clients.
As a modern day wealth manager this organisation has a more personal approach to their work, by knowing their clients on a first name basis and regularly visiting the office, they are able to provide a holistic service that is unrivalled.
Their current requirement is for a Paraplanner to join the business to assist in providing technical assistance to the Directors and Financial Planners. You will be one of two paraplanners within the organisation and as a result you will also have lots of client interaction, for the right candidate who is both confident and professional you will be offered CF30 sign off.
This is an excellent opportunity to join a young and dynamic organisation who will offer the successful candidate a fruitful career. Applicants will hold the Diploma in Financial Planning or be working towards.