A leading wealth management organisation based in Mayfair currently have an opportunity for an experienced Paraplanner to join their team. This organisation have double in size over the last 18 months and are in the process of introducing on in House DFM.
This vacancy will be working closely with a Chartered Financial Planner and you will be attending client meetings from day one. My client is ideally seeking a technically sound Paraplanner who ideally who is looking to move into an Advisory role within the next 2/3 years - due to large and fast growing HNW client bank, a book can be provided.
The vast majority or clients working within the media industry so candidates must be highly personable and comfortable with a great deal of client contact. You must also have an in depth understanding of pension and investment products. You will be DipPFS qualified or close to and have a professional background within wealth management.
In return, my client is offering a highly attractive salary and benefits package along with the opportunity for genuine career development at the top end of the market.