Based in the heart of London , a truly leading Wealth Management Practice who offer strategic planning and asset allocation advice to top professionals in the city, business owners and wealthy individuals, are seeking a Para-planner to join their growing team.
This business have seen tremendous growth over the last few years, increasing their AUM to over a billion, as well as agreeing new partnerships and taking on several high performing advisers.
This is an extremely exciting role where you will work closely with one of the founding Partners of the business. This individual is very high performing with 50 clients at an average AUM of £3m+. You will be working alongside an existing Administrator as well as Para planner. The existing Para planner is easing into Advice over the next three years so you will be taking their place at the founding Partners side.
- At least 3+ years Para-planning experience
- Full Level 4 Diploma in Regulated Financial Planning or higher
- Ability to work under pressure in a fast paced environment
- Experience working/communication with UHNW clients
Salary dependent on experience/qualifications