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Our client is one of the leading London based Chartered Wealth Management firms, that work with high net worth and ultra-high network clients and their families. They pride themselves on the quality of their service, providing true holistic financial planning and as a result of this they receive a steady flow of referrals and recommendations.
The business has grown organically in the time that we have been supporting them, and they are now looking for an experience Financial Administration that is ready for their first move into a Paraplanning position. You will gain exposure to more complex investment and tax planning solutions, along with the opportunity to start attending client meetings, eventually taking more of an active part in these. Additional duties will also include product research and starting to formulate the suitability reports for the Advisers, along with regular client contact and executing fund transfers as and when applicable.
Due to the technical nature of this role, you will need to be degree educated, have passed a number of RO exams, on the way to you gaining your level 4 diploma and have had some basic exposure to suitability report writing. Full on the job training and support will be provided, with a clear career path set out for you to move into an Adviser role at a point in the future. If you are currently a Financial Administrator looking for your first full blow Paraplanning role, or a Junior Paraplanning looking for a more technically challenging role, then this would be an excellent career move for you.
Our client offers hybrid working, full study support, bonus and a nurturing and caring working environment for their staff.
