We are working with the NW London office of a high profile, global wealth management firm, who are looking to appoint a Paraplanner to their team. This role is client facing, getting involved in client meetings, and would suit someone keen to progress into an advisory role, as well as those looking to stay within a technical support capacity. Working closely with a team of successful client advisers, with a focus on £1M+ clients, you will provide research and report writing support, attend client meeting, present cash flow modelling, and act as a secondary point of contact for clients.The role would suit an experienced Paraplanner/Aspiring Financial Planner, with strong interpersonal skills and experience of complex wealth planning solutions for HNW clients.
Back to searchParaplanner - Global Wealth Manager, NW London
BWD Search & Selection
Posted 12 hours ago, valid for 25 days
London, Greater London EC1R 0WX
Full Time
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Sonic Summary
- We are seeking a Paraplanner for the NW London office of a prestigious global wealth management firm.
- The role involves client interaction, research, report writing, and cash flow modeling, catering to clients with over £1M in assets.
- Candidates should possess strong interpersonal skills and experience in complex wealth planning for high-net-worth individuals.
- This position is ideal for those looking to advance into an advisory role or remain in a technical support function.
- A minimum of 3 years of relevant experience is required, with a competitive salary offered based on experience.
