logo for Financial Divisions

Paraplanner - Wealth Management - City, London, United Kingdom, EC1A2


Paraplanner - Wealth Management

Firm - Central London

£40,000 - £50,000

Financial Divisions are currently working with a boutique Investment Advisory and Financial Planning firm based in Central London focusing a wide range of HNW client regarding their wealth management. As Paraplanner you will be responsible for working closely with the Financial Planners working across the market in an unrestricted environment on a variety of products including pensions, funds, investments, trusts and alternative investments. The firm offer a great niche to their clients and have a proven track record of handling their clients in a successful manner.

As Paraplanner you will be level 4 qualified or be very close to completing your level 4 and have aspirations of progressing to Level 6 and becoming a Chartered Financial Planner within the firm. You will have strong experience in a Paraplanner or Trainee Paraplanner role ideally within a wealth management or Investment environment. Paraplanners should be experienced in technical issues and products as well as producing client reports. For consideration please forward your CV to Ursula Sloan