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Wealth Management Paraplanner

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Job details
Wealth Management Paraplanner
WEB460805MP
To £40,000
London


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
Matthew Pope
020 7481 8686
matthew.pope@ipsgroup.co.uk