A leading Wealth Management establishment currently have a unique recruitment for a polished individual to work within their Financial Planning Division and provide Paraplanning support to the Senior Financial Planners.
This organisation is strictly high net worth as a result you should be comfortable dealing with this level of client. You will be working alongside a number of the markets leading Financial Planners, therefore you should have previous experience within a similar remit.
The successful candidate will be undertaking a variety of duties including; bespoke report writing, fund research, liaising with both Clients and Senior Financial Planners.
You should have previous experience working as a Paraplanner or a very similar position and will ideally be Diploma qualified. My client will offer full support for all market exams along full training and guidance. You will also have the opportunity to further progress within the company into an Advisory position in the future.
This is an excellent opportunity to join a well-respected company at an exciting stage of growth. You can expect to receive a competitive basic salary and strong company benefits.