Diploma qualified Paraplanner
£45k plus bonus and good benefits
Our client is a leading accountancy firm, with a very successful wealth management division, they are currently looking for a new member of staff for their head office in London. Due to the recent promotion to Advisor of the previous incumbent, they are now looking for someone that would like the opportunity to work with high net worth City and business professionals, dealing with more complex investment strategies and holistic wealth planning advice. This is an excellent role for someone that is looking to start their Chartered studies and gain on the job training and develop, to build on their current skills and knowledge. With access to a professional client bank, via the firm’s accountancy arm, our client is in the enviable position of having an excellent source of warm clients to hand over to new and existing Advisors. So, if you are looking to make the move into an Advisory role at a point in the future, clients can be provided for you to develop relationships with.
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