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Paraplanner - Private Bank

Posted 4 January by MB Fitzgerald Ended

We currently require an experienced Paraplanner to join a leading national Private Banking and Investment Management business. This position will be based out of their growing Exeter offices and will be working within their successful Wealth Management division.

The organisation is strictly high net worth so experience within a similar environment would be advantageous. You will be working with a Senior Chartered Financial Planner, there will be a variety of duties including; bespoke report writing, fund research, liaising with both Clients and Senior Financial Planners and attending client meetings.

To be considered you will need experience working within a Paraplanner position and will ideally be Diploma qualified. This will be a fast paced, technical position working within a leading Wealth Management business. The client will support you for all relevant market exams and are offering a highly competitive basic salary + excellent company benefits.

Required skills

  • Paraplanner

Reference: 34134626

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