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Wealth Management Career Advancement Opportunity

1 month ago

City Of London, United Kingdom Ernest Gordon Recruitment Limited Full time

Unlock Your Potential as a Wealth Manager

Our client, Ernest Gordon Recruitment Limited, is seeking an experienced Paraplanner to join their growing wealth management business in the City of London.

The successful candidate will be responsible for providing paraplanning support to advisors, conducting research and report writing, building relationships with clients, and attending client meetings if required.

We offer a competitive salary of £55,000 per annum, commensurate with experience, plus additional benefits including pension scheme, 25 days' holiday, training, and progression opportunities.

To be considered for this role, you must be RO4 Qualified and have experience in wealth management, including pensions, ISA, trusts, and investments. You should also be able to work closely as a team and with advisors, and have a strong understanding of the financial services industry.

Key Responsibilities:

  • Provide paraplanning support to advisors
  • Conduct research and write reports
  • Build relationships with clients
  • Attend client meetings if required

Requirements:

  • RO4 Qualification
  • Experience in wealth management
  • Strong communication and teamwork skills
  • Ability to work in a fast-paced environment

We are an equal opportunities employer and welcome applications from all suitably qualified candidates.