4 days left
- Full Time
Would you like to work with very high profile clients, in stunning Central London offices? Our client is a very well established and highly regarded boutique Wealth Management, City based firm. Due to recently winning a number of new clients, they now require an additional pair of hands to work within their support function. You will be working directly with the Financial Advisors and their High Net Worth and Ultra High Net Worth clients. You will need to be highly organised, extremely articulate and self motivated, with a strong team work ethic, along with a solid track record as a Paraplanner. Duties will include providing technical support; facilitate the smooth and efficient processing of new and existing business administration. In addition, you will be conducting in depth research, producing fact-finds, writing bespoke client reports, attending meetings and liaising with clients over the telephone. You will ideally be Diploma Qualified, though our client will look at someone close to gaining their DipPFS as they provide study support. Due to the nature of the clients that they deal with, you must be immaculately present, possess strong interpersonal skills and be confident liaising with very senior and high profile individuals. Interviews will take place early next week, so a prompt application is essential.
For immediate consideration please send your CV to John Whitehead at Financial Divisions or call to discuss.
FD/JW/39995 Paraplanner City - London
£45k study support, bonus and good benefits