Description, duties, responsibilities
This is an excellent opportunity to play a valuable role in the environment of a highly professional Wealth Management company where you will be encouraged to further develop your career.
Our client is a prestigious Financial Services company based in the City of London where a bespoke service is offered to clients including investment planning, specializing in retirement planning, inheritance tax planning, estate planning, income protection and life cover insurance, savings, mortgages and tax solutions.
We are seeking an experienced Paraplanner to join the team of professional advisors who provide a wide variety of financial planning products and advice from wealth creation to asset protection for both high net-worth individuals and small to medium sized enterprises whilst organically growing their own business. They are focused on first class integrated and individual solutions for diverse and demanding professionals and private clients.
You would be expected to be Diploma Level qualified and be able to deal with clients face to face, thus this role will lead in due course to your being authorised.
This is an excellent opportunity to play a valuable role in the environment of a highly professional Wealth Management company where you will be encouraged to further develop your career. Highly recommended!
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