Paraplanner / Wealth Relationship Manager

  • Location


  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    To £58,000 plus bonus + benefits

  • Contact:

    Ben Holmes

  • Contact email:

  • Published:

    over 1 year ago

  • Expiry date:


  • Consultant:


A high end, boutique advisory practice currently requires a Wealth Relationship Manager/Paraplanner to join their team. Based in their prestigious West offices, you will be working on a 1-2-1 basis with one of the Managing Partners providing technical support and relationship management services to their niche ex-pat client bank.

Your duties will include working closely with one of the Managing Partners to support him with all existing and new clients. Preparing for and attending all Initial and subsequent client meetings. Taking accurate and meaningful meeting notes during client meetings and record, assign and action follow-up points from the meeting. Pro-actively service clients on an on-going basis delivering them an exceptional service and client experience. After a period of time, you will be expected to be confident to conduct client progress meetings in the instances where a Managing Partner is not available.

This is an exclusive advisory practice dealing with UHNW clients, you must be comfortable working under pressure and dealing with clients at this level. This is a service and relationship focussed role so candidates must have a firm belief that financial & wealth planning are the cornerstones of a service offering. DipPFS is a must, ideally with progress towards Chartered. My client can offer an unrivalled salary package along with bonus and benefits. Ultimately, this is an opportunity to work for a prestigious wealth management firm focussing in a specific niche area offering progression and high remuneration.