Wealth Management Paraplanner
6 days ago
Our client, a prestigious multi-award winning Wealth & Investment Management firm, is seeking a skilled Paraplanner to join their team as part of a new growth phase. The company is committed to being the best wealth manager for families and offers a wide range of services to help clients save, plan, and invest.
Key Responsibilities:- Develop and maintain a deep understanding of the financial services market.
- Collaborate with the Wealth Planning and Investment Management teams to share knowledge and best practices.
- Produce high-quality reports and documents to support client needs.
- Provide exceptional client service and support to ensure client satisfaction and retention.
Requirements:
- At least 2 years of report writing experience, preferably in a Wealth Management setting.
- Strong client focus and commitment to quality.
About the Company:
Jenson Fisher Consulting Ltd is a leading Wealth & Investment Management firm dedicated to delivering exceptional services to their clients. They offer a competitive salary range of £45-65k, along with an extensive benefits package, to attract top talent to their team.
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