Wealth Planning Executive

Posted 2 January by MB Fitzgerald
Easy Apply

One of the City's leading Private Banking establishments currently have a unique requirement for a polished individual to work within their Wealth Management Division and provide technical support to Senior Financial Planners.

This Ooganisation 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 Financial Planners, 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. You must be comfortable dealing with this calibre of client.

You will have 3+ years experience as a Paraplanner and should be DipPFS qualified a minimum. A good degree is also desirable. My client also has a strong reputation for fast tracking candidates through to Advisory level within 12-18 months so this role could suit somebody harbouring those ambitions.

An exquisite opportunity to join a market leading business who are respected as one of the best in the market.

Reference: 26272836

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