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Keyword(s) or Job ID:
Wealth Management Paraplanner
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Job details
Title:
Wealth Management Paraplanner
Reference:
WEB460805MP
Salary:
To £40,000
Location:
London
Description:
A leading HNW IFA based in the City, servicing the square miles City
Executives are recruiting a high quality Paraplanner to support an Advisor and
also service their Asset Management and Investment Portfolio Business
You will have completed your Financial Planning qualifications and ideally
have sat some of the advanced papers. You must have experience as a
professional Paraplanner servicing a decent client base. Those with a Wealth
Management background would be ideal.
This is a very involved, technical position, which would seek a Paraplanner
who is committed to their role.
In terms of career development, the position could potentially lead to an
advisor role or perhaps you would be responsible for a specific area, such as
developing their Investment business.
Contact details
Name:
Matthew Pope
Phone:
020 7481 8686
Email:
matthew.pope@ipsgroup.co.uk