City of London
£28,000 - £35,000
I am recruiting for a fantastic boutique Wealth Management Company based in the City. They are looking for an Account Manager/Paraplanner to join their team. If you are genuinely looking for a role that can provide you with progression, then no need to look further as they are offering full career progression. This could be either evolving into a Senior Paraplanner or help put you on a path to become a Financial Adviser. If don’t wish to become an Adviser, then a route into Management is another option for you.
Key part of the role is to ensure is manage the customer journey from start to finish in a timely and compliant manner. You will have to overall responsibility to help manage & deliver the financial planning process and ensure clients and advisers are kept abreast of all developments.
You will also be writing suitability reports from templates; full training will be provided. Dealing with providers and client queries. Preparing for client meetings and on occasion attending interviews.
The Company is run by dynamic and ambitious Directors looking to expand and grow their business. Please send your CV to Ursula Sloan at Financial Divisions