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Technical Paraplanner

3 months ago

London, Greater London, United Kingdom mbf. Full time

We are currently working with a leading Wealth Management business on an exclusive basis to recruit a Senior/Technical Paraplanner to join the London Head Office.

This Wealth Management business is very well respected and forms part of a larger InvestmentManagement organisation.


This role will be working on a one to one basis with one of the businesses leading Advisers, therefore experience within a similar role is a must.

You should have experience dealing with Affluent and HNW clients, report writing, research, producing fact-findsand from time to time attending client meetings.


This role will be extremely sought after and therefore all applicants will have an in depth knowledge of the market and hold the Diploma in Financial Planning as a minimum.

You will be given opportunities to progress within the business as well as developyour Wealth Management knowledge & skills.

Excellent Bonus and Benefits will also be offered with this package.