Paraplanner

Posted 17 June by MB Fitzgerald
Easy Apply

We currently require an experienced Paraplanner to join a leading Investment Management Business with offices across the Globe.

This particular role will be based in the Cambridge office and will be working within the Wealth Management division. This Organisation is strictly high net worth and only deal with Client's who have in excess of £1Million AUM.

You will be working alongside a number of the markets leading Wealth Management Consultants, therefore you should have previous experience within a similar remit.

The successful candidate will be undertaking a variety of duties including; bespoke report writing, fund research, liaising with both Clients and Senior Financial Planners and attending client meetings.

Only candidates who have attained the Diploma in Financial Planning will be considered.

This is a technical vacancy within a leading Wealth Management business.

There will be excellent opportunities for both earnings and progression for the right individual.

Reference: 37652207

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