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Job Location | London |
Education | Not Mentioned |
Salary | £45,000 - £65,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Our client is a leading wealth management business based in the West End of London. They service UHNW private clients. The business offers Financial Planning and Investment Management.The role will be to support one of the chartered Planners who provide holistic financial planning advise to the UHNW private clients referred from within the business.The position will be to provide Holistic advise to a small client bank of UHNW private clients and also provide Paraplanning support to a chartered planner.Candidates need to be Chartered Status and have experience of Paraplanning and some client facing exposure.This would suit a chartered Paraplanner looking to go into advice or a junior planner happy to do a duel role of advice and Paraplanning support.Our client is looking for a Graduate calibre candidate with a professional can do attitude and excellent interpersonal skills.
Keyskills :
AdviceCharteredInterpersonal SkillsPlanner