Our client is a boutique asset and wealth manager that advises HNW clients, predominately Business owners and Professionals, on Pensions and Investments. Having been around for over thirty years, they’ve built a loyal book of clients that now expect a minimum standard of service and ongoing management of their Investment and Pension portfolio. Their office in West London houses a small, professional and highly qualified team that are proactive and dedicated to ensuring that clients receive the continued service that they’ve come to expect.
They are now looking to expand the team and are looking for an experienced paraplanner to join them. The paraplanner will need to be well educated with a 2:1 degree, well spoken and able to assist client with queries as and when they call in or pop into the office. The ideal candidate will be highly technical and have an ability to articulate complicated advice to clients and will need to have an excellent work ethic.
To apply for the role you will need to be Level 4 Diploma qualified in Financial planning with previous paraplanning experience.
In return, you will receive a competitive salary of up to £50,000 Dependent on your experience + Bonus.
If you would like to apply for the role or have any questions please forward your CV or contact Louise Sheppard at Recruit UK Ltd on 0117- 9170411. Quote reference 12041