My client is a fast growing Wealth Advice business with eleven advisors based in their London - Victoria offices. The company offers fee based, independent wealth advice and investment management services to private individuals.
My client is looking to recruit individuals to provide a professional, effective, efficient and compliant based advisory service to their clients who cover the spectrum of mass affluent to HNW individual .
You will either be diploma qualified or on the verge of qualifying and looking to progress your career into an advisory role. As such you may be a paraplanner, or similar, but looking to use your experience and qualifications in a progressive role leading to a wealth advisor.
Being an effective communicator in a professional and confident manner
Ability to work under pressure to tight deadlines
Diary management and workload management
Knowledge of investment retirement planning and protection
Experience of working in a similar environment paraplanning experience
If this role sounds as though it aligns with your desire to have a career that comes with real support and opportunity, please email your CV