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.