Wealth Planning Executive - Team Lead

Posted 14 February by MB Fitzgerald

One of the City’s most established Private Banks currently require a high quality Wealth Planning Executive to assist in developing and maintaining long standing relationships with HNW Private Clients and lead their technical team

You will be required to provide technical support to a team of Wealth Planners on a daily basis. You will be the most senior member of the team and you should therefore have in depth experience as a Paraplanner within an established organisation.

Your role will be as a Senior Paraplanner to the Wealth Planners although you will also manage and allocate work to the technical team, you will be required to supervise both the Paraplanners within the business. Previous supervisory or management experience could be considered advantageous although it is not a necessity.

This is an ideal opportunity for either a Paraplanner Team Leader seeking new opportunity or a Senior Paraplanner who is now seeking the next step in the career. As one of the management team you will attend regular team meetings and will report directly to the Managing Director.

An excellent opportunity to work for a genuine top tier organisation who can offer a first class working environment.

Reference: 31254782

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