Paraplanner/Client Manager
2 weeks ago
Wealth Management Firm in Central London Seeking a Skilled Paraplanner
- Are you a talented Paraplanner looking for an exciting role with room to grow towards an advisory position?
- Have you attained Diploma status and eager to further your development?
- If you feel confined in your current position and aim to advance your career, don't hesitate to apply.
This thriving Wealth Management firm, known for delivering tailored solutions to High Net Worth (HNW) clients, is on the lookout for an adept Paraplanner to join their team in Central London.
The role entails offering dedicated support to a Senior Consultant, delivering fee-based comprehensive wealth management services to HNW clients. Your duties will involve conducting detailed research, crafting personalized client reports, managing the business pipeline effectively, and conducting regular reviews of existing clients. You will actively participate in client management, the advisory process, and receive top-notch training and support to enhance your skills and knowledge for a potential transition into a full-time advisory position.
We are seeking applications from proficient Financial Services professionals with Paraplanning experience in a fee-based setting. You should hold a Diploma qualification and be working towards Chartered Status, possessing solid technical expertise across various Financial Planning areas such as Pensions, Investments, Tax, and Protection products. Strong presentation, communication, and IT abilities are essential, along with a diligent and adaptable approach. Comfort in interacting with HNW Clients is a must.
This position offers the chance to be part of a dynamic, profitable, and growing business, contributing to the enhancement of its targeted private client services. You will find genuine career advancement possibilities, including the potential transition to an Advisory role.
Key Skills: Paraplanner, Paraplanning, Wealth Management, Financial Planning, Financial Advice, Trainee Financial Planner, IFA
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