Senior Paraplanner Private Bank
Our clients are a UK private banking organisation with a wealth management division. They are looking for a Senior Paraplanner to support and service the wealth managers in their London office. This will involve working in a team alongside a Junior Paraplanner and sales support to support one of the chartered financial planners. Duties will include product research, completing reason why letters and Report writing. The Candidates must be financial services Level 4, Diploma, Qualified or close to completing this and have Paraplanning experience within an IFA or wealth management business. This is excellent opportunity to work in private banking organisation with excellent opportunities for career progression. This would suit a Paraplanner looking to make the next step into dealing with Ultra HNW clients.