Assistant Financial Planner

2 weeks ago

London, United Kingdom mbf Full time
Job Description

Assistant Wealth Planner (Paraplanner)

Permanent Role

London Team


About the Role:

We are seeking an experienced and dedicated Assistant Wealth Planner (Paraplanner) to join our clients London based Wealth Planning team. This is a permanent position within an established global leader in private banking and wealth management services.


Company Overview:

This organisation has a long-standing reputation as a global leader in private banking and wealth management. With roots dating back over a century, they have earned a prestigious position in the financial industry, serving high-net-worth and ultra-high-net-worth clients worldwide. Their commitment to innovation, exceptional client service, and tailored financial solutions underscores their status as a trusted advisor in the financial world.


Core Services and Expertise Include:

  • Wealth Management: Delivering personalised strategies to achieve each client's unique goals and financial objectives.
  • Investment Advisory: Providing expert guidance on investments, asset allocation, and portfolio diversification.
  • Private Banking: Offering comprehensive banking services, including customized lending solutions.
  • Financial Planning: Taking a holistic approach to tax optimization, estate planning, retirement, and more.


Package:

  • Salary Range: £45,000 to £60,000 (dependent on skills, experience, and qualifications).
  • Annual Bonus: 10-20% based on performance.
  • Flexible Working Arrangement: Up to three days of remote work per week.
  • Comprehensive Benefits Package: Exceptional benefits tailored to meet employee needs, including private medical coverage, group income protection, and much more (details available upon request).


Role Highlights:

As an Assistant Wealth Planner, you will play a pivotal role in supporting Wealth Planners and providing technical assistance to ensure UHNW clients receive top-tier financial planning advice. This is a unique opportunity to work within an ultra-high-net-worth team, contributing to strategic planning, conducting detailed financial analyses, and producing comprehensive client communications.


Career Progression:

There is potential for career growth within this organisation, including opportunities to advance into a Wealth Adviser role or take on Team Leadership responsibilities in the future.

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