Paraplanner

  • Location

    City of London, London

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £45000 - £58000 per annum + plus comprehensive bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH2896_1619525656

  • Published:

    about 2 months ago

  • Expiry date:

    2021-05-27

  • Consultant:

    ConsultantDrop

One of the UK's leading Wealth Planning establishments currently have a unique requirement for a polished individual to work within their Wealth Management Division and provide technical support to Senior Wealth Planners.

This organisation is strictly high net worth and only deal with client's who have in excess of £1Million AUM. You will be working alongside a number of the markets leading Wealtyh Planners, therefore you should have previous experience within a similar remit.

The successful candidate will be undertaking a variety of duties including; bespoke report writing, fund research, liaising with both Clients and Senior Wealth Planners and attending client meetings. You must be comfortable dealing with this calibre of client.

You will have 3+ years experience as a Paraplanner and should be DipPFS qualified a minimum. A good degree is also desirable. My client also has a strong reputation for fast tracking candidates through to Advisory level within a 2/3 year period so this role could suit somebody harbouring those ambitions.

My client can offer a first class salary banding along with excellent bonus and comprehesive benefits which include a 16% contributory pension.