Wealth Management Paraplanner

5 days ago

London, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full time
Paraplanner Opportunity at Jenson Fisher Consulting Ltd

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 relationships.
  • Contribute to the development of client-focused strategies and solutions.

Requirements:

  • At least 2 years of experience in report writing, preferably in a Wealth Management setting.
  • Strong client focus and commitment to quality, ensuring client satisfaction and retention.

About the Company:

Jenson Fisher Consulting Ltd is a leading Wealth & Investment Management firm dedicated to delivering exceptional client experiences. The company offers a competitive salary range of £45-65k, along with an extensive benefits package, to attract top talent and support their growth goals.

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