Paraplanner
Salary
Circa 45,000
Location
Job Type
Full Time
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Job Title: Paraplanner
Industry: Wealth Management
Location: London (West End)
Salary: Circa £45,000
Reference Number: 14216
Can you envisage yourself providing technical support for UHNW clients of one of the UK’s leading wealth managers?
Recruit UK are working on an excellent opportunity for a Paraplanner in London to join an award-winning Private Wealth Office in the West End.
This is a unique opportunity to join a 40 strong team at a pivotal point in their growth. They are looking to appoint an experienced Level 4 Diploma qualified Paraplanner with strong technical knowledge. As the role entails working with UHNW clients, you must be a confident, articulate communicator with first class report writing skills and efficient client management.
The office was launched to provide financial planning and investment management services for the firm’s UHNW private clients. The business manages over £40 billion of client assets and has won multiple industry accolades.
What’s in it for you?
- Work for an award-winning private wealth office
- Exposure to UHNW clients
- Collaborative team
- Excellent environment to enhance your skillset
- Industry-leading professional development
- Generous benefits package
- Highly competitive salary c£45,000
- At least 18 months’ Paraplanning experience
- Level 4 Diploma qualified (CII or LIBF)
- Experience dealing with HNW or UHNW clients
- A broad understanding of financial planning solutions
- Competent analysing client’s aims and needs and producing robust financial plans
- Able to provide guidance to more junior team members and support senior team members
- Clear and concise communicator
- High-quality report writing skills
- Study towards Chartered status (desirable)
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.