Wealth Planning Executive

Accountancy Divisions Limited
West End, London
13 Jul 2017
12 Aug 2017
Contract Type
Full Time

Wealth Planning Executive - Private Wealth Firm

£28,000 - £34,000 per annum plus Bonus + Bens

London, West End

Financial Divisions are currently working with a boutique Private Wealth Management firm based in a prestigious area of London’s West End. The firm have built an excellent reputation working with both UK & US Private clients and are also growing a divisions focusing on EU Private clients in the UK. The Wealth Planning Executive role is the perfect bridging role between Financial Planning Administrator and Paraplanner. The firm seeks to add someone at this level that has some strong Administration level experience that wants to take on Paraplanner duties and progress to full Paraplanner in the not too distant future. You will responsible for working closely with Advisers supporting all areas of the wealth planning process including suitability reports, product research, general administration and client liaison and preparation.

As Wealth Planning Executive you will have a minimum of 18 months’ experience working within a wealth management environment in a support role. You will be ambitious and tenacious seeking to progress your career in the direction of Paraplanner with the potential opportunity of becoming an Adviser being a reality. You will have ideally started working through your Diploma exams and be able to demonstrate a strong track record of client liaison and adviser support.

For consideration please forward your CV to Mark Flannery at Financial Divisions