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.