Paraplanner/Trainee Wealth Manager

Posted 20 June by MB Fitzgerald Easy Apply

We are currently working with a highly regarded Wealth Manager close to Charing Cross to recruit a hybrid Paraplanner/Trainee Adviser. With an exceptional client bank of close to £80M AUM, this role has become available for a Paraplanner who is currently undertaking low level advisory duties, or who is now looking to take the next step in their career.

As well as providing holistic financial planning advice to UK clients with a minimum of £2M in investable assets, this organisation also work with UK non dom's and conduct specialist tax planning.

Although this role will be based within a busy and vibrant office, you will be working within a small team and therefore personality is key. Applicants should be professional, well presented and outgoing.

Successful candidates will have achieved their Chartered status or Diploma in Financial Planning.

An excellent opportunity to forward your career within a well-respected business who will offer fantastic earnings potentials.

Reference: 29774135

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