Paraplanner / Client Manager

1 week ago


London, United Kingdom mbf. Full time

**Paraplanner / Client Manager - London based Wealth Management Business - Salary negotiable - Flexible working**

MB Fitzgerald are currently working exclusively with a fast growing firm of Wealth Managers based in the centre of London to recruit for a Paraplanner / Client Manager. This company specialise in providing financial services to HNW private clients and assuch, are looking for experienced, highly educated, articulated and service orientated staff for their team.

There will be plenty of opportunity to progress within the company as they grow and for those whose aim is to eventually become a Chartered Financial Planner working with UHNW clients this could be a good move, although you'll have to prove yourself. Thework will be very varied and interesting. The Advice is Investment lead but they also work with Private Equity, Segregated Accounts, ETFS, Offshore Bonds, SIPPs, Cashflow Modelling (for which they have their own in-house system).

Basic salary on this position is negotiable depending on experience and qualifications.

They offer a great package including:

- Holiday leave of 30 days per annum.
- Pension contribution of 8%.
- PMI cover.
- Participation each year in the company bonus scheme, which also provides access to option shares
- Support with your professional development.

The company are based in London but offer flexible working from home a couple of days per week.



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