Senior Paraplanner

  • Location

    London, England

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2304_1580122594

  • Published:

    8 months ago

  • Expiry date:

    2020-02-26

  • Consultant:

    #

We are now recruiting for a Senior Paraplanner to join a Private Banking organisation within London. This extremely well respected company is now looking for an Ambitious, confident and bubbly individual to join their financial planning arm.

The role which will include research, preparing suitability letters/annual reports, and making recommendations for client meetings would suit somebody who is slick, professional and able to deal with UHNW clients.

The successful candidate should be Chartered or working towards as a minimum. The client seek an individual who is looking to stay within a technical capacity rather than move into an advisory role.

This is a great opportunity to join a forward thinking and expanding Private Banking company.