Our client is a leading wealth management business based in the City of London. They service UHNW clients who typically have in excess of £500k investable assets. Services offered to clients include Investment Management. Due to expansion they are looking for a Paraplanner to join the existing business. The role will be to provide client facing Paraplanning support to the Head of Advice. Amongst other duties, you will be required to conduct research, complete reports and cash flow forecasting. You will support the development of client relationships by attending client meetings when required and becoming a first point of contact for their clients. It is essential that you have experience in a Paraplanning or technical report writing role within an IFA or financial advice firm. You will need to be Diploma qualified and ideally chartered status or close to completing this. This would suit a Paraplanner wanting to become a financial Planner in the future. It also offers Hybrid working, an excellent basic salary, full benefits package and an annual Bonus. Our client is looking for a Graduate calibre candidate with a professional can do attitude and excellent interpersonal skills.
Back to searchSenior Paraplanner (Client Facing)
Wallace Bates Limited
Posted 11 hours ago, valid for 21 days
London, Greater London EC1R 0WX
£44,000 - £55,000 per annum
Full Time
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Sonic Summary
- Our client, a leading wealth management business in the City of London, is seeking a Paraplanner to support their expansion.
- The role involves providing client-facing Paraplanning support, conducting research, completing reports, and cash flow forecasting.
- Candidates must have experience in a Paraplanning or technical report writing role within an IFA or financial advice firm, along with a Diploma qualification.
- The position offers a competitive salary, a full benefits package, and an annual bonus, with hybrid working options available.
- Ideal candidates are Graduate caliber with a professional attitude and excellent interpersonal skills, aiming to transition into financial planning in the future.
