Associate Wealth Planner

2 months ago

London, United Kingdom mbf. Full time

A high end, boutique advisory practice currently requires a Associate Wealth Planner/Paraplanner to join their team. Based in their prestigious West offices (required to be in office only two days per week), you will be working on a 1-2-1 basis with oneof the Managing Partners providing technical support and relationship management services to their niche ex-pat client bank.

Your duties will include working closely with one of the Managing Partners to support him with all existing and new clients. Preparing for and attending all Initial and subsequent client meetings. Taking accurate and meaningful meeting notes during clientmeetings and record, assign and action follow-up points from the meeting. Pro-actively service clients on an on-going basis delivering them an exceptional service and client experience. After a period of time, you will be expected to be confident to conductclient progress meetings in the instances where a Managing Partner is not available.
My client can offer a highly competitve salary package along with bonus, benefits and an excellent hybrid working model. Ultimately, this is an opportunity to work for a prestigious wealth management firm focussing in a specific niche area offering progressionand high remuneration.

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