Paraplanner

  • Location

    London, England

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2757_1612188819

  • Published:

    5 months ago

  • Expiry date:

    2021-03-03

  • Consultant:

    ConsultantDrop

Our client is a London based wealth management firm which specialise in offering pensions & investments advice to a HNW client bank. They currently seek to recruit for a Senior Paraplanner to join their team to support a team of Senior Financial Planners & Directors.

They provide a thorough holistic financial planning service to their HNW portfolio of clients. As a result of the firm wishing to bolster their client proposition and the offering to their clients, a position has now arisen for a new Paraplanner to join the team.

The role will involve research and preparation for client meetings, preparing client reports and suitability letters, handling client queries and assisting with creation/evolution of client portfolios.

Candidates should ideally have 4+ years experience as a Paraplanner and be qualified to Diploma as a minimum.

If you're seeking a role as a Paraplanner with a holistic wealth management business where you can truly make a difference, then this is a fantastic opportunity.