Paraplanner / Wealth Administrator

4 weeks ago


City of London Greater London, United Kingdom Bayford Hale Full time

A fantastic opportunity to work for an established independent wealth manager firm based in London. They offer excellent advice to their family offices and private clients and support their employees to develop in their roles. Is your CV ready If so, and you are confident this is the role for you, make sure to apply asap. Responsibilities:

  • Being key support to Client Partner
  • Sitting in on key private client meetings with advisors
  • Producing high quality suitability reports
  • Dealing with wealth administration i.e. banking transactions, trades, payments
  • Key focus on client service
Requirements:
  • Previous experience within a Paraplanning role for Private Clients
  • Excellent technical knowledge on a wide range financial planning advice
  • Ability to juggle from dealing with a client to paraplanning to wealth administration
  • Exceptional communication skills, both verbal and written
  • Experience using financial planning platforms (software).
If you meet the about requirements, please submit your application for the role.
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