Paraplanner - Flexible working

  • Location

    City of London, London

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £45000 per annum + plus bonus and excellent benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH2773_1612351628

  • Published:

    about 1 month ago

  • Expiry date:

    2021-03-05

  • Consultant:

    #

Our client is a boutique Financial Planning business with offices based in the City of London, 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 six paraplanners within the organisation and as a result you will also have lots of client interaction. The current incumbent of this role has now move into an advisory capacity so , for the right candidate, there is clear scope to move into an advisory role within two years

This is an excellent opportunity to join a young and dynamic organisation who will offer the successful candidate a fruitful career.

This client emphasized the fact that they will be offering a very flexible working environment post pandemic booth with regards to working hours and the ability to WFH.