This job has ended. Find similar jobs.

SENIOR PARA-PLANNER-Wealth Management -London

Posted 3 February by AJB Executive Search Limited Ended

Our client is a boutique wealth manager providing a high level of personal service to HNW clients who are predominantly professionals and company directors. The key areas of advice are investment portfolio management, pensions, and IHT planning.

They are seeking an experienced para-planner with a minimum of 3 years’ experience who is academically and technically strong, well-qualified, with outstanding interpersonal and communication skills, and someone who can take initiative with an excellent work ethic.

You will be fundamental to the running of this aspect of the business.

Main Responsibilities:

- Ensuring all files/all new business is fully compliant

- Bespoke report writing (pension transfers, drawdown, offshore bonds, loans trusts and DGTs)

- Research

- Preparation of client reviews

- Responding to client queries

- Administration and compliance support duties

Strong IT skills and experience of using Financial Express.


Well educated, degree and professional qualities

Minimum 3 years’ experience as a Para Planner

Able to work in small office and ensure deliverables

Comfortable working with clients

Excellent Communication skills

Required skills

  • Advice
  • Communication Skills
  • Compliance
  • Investment

Reference: 34390764

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job