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Private Wealth Management
Plus: study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits.
This is an excellent opportunity to join the dynamic advice team of an award-winning independent wealth management firm located in London. Due to the steady stream of referrals and recommendations, the team is in need of an additional paraplanner. This is the perfect chance to improve your technical paraplanning abilities with the guidance and assistance of this technically proficient group of experts.
Paraplanner Duties:
** Definite opportunity to progress your career with exposure to complex HNW technical cases
** Attend Client meetings and become involved with a very interesting range of Clients
** Opportunity to be funded and mentored to achieve your Chartered Status
** Work in a Pod with a very sociable Pod where they believe in creating a strong work/life balance.
** Enjoy a full paraplanning role ranging from providing comprehensive reports, through to cash flow modelling and full recommendations based on your analysis
** Opportunity to demonstrate your personal confidence in building a strong working relationship with the Adviser and their Clients
** Will suit a CII Level 4 Diploma Qualified individual with 18 months dedicated paraplanning experience.
** The business takes employee welfare seriously and ensures that each employee has the opportunity to achieve their personal goals.
Please send you CV to Sam.
