26Apr
Article by admin
Blakemore Recruitment

Private Banking Paraplanner

Published
September 10, 2018
Location
City of London
Salary
£50,000 - £55,000 Plus Package

Description

Our clients are a UK private banking organisation with a wealth management division.  They are looking for a Paraplanner to support and service the wealth managers in their London office.  This will involve working in a team alongside a senior Paraplanner and sales support to support one of the chartered financial planners.  Duties will include product research, completing reason why letters and Report writing.  The Candidates must be financial services Level 4, Diploma, Qualified or close to completing this and have Paraplanning experience within an IFA.   This is excellent opportunity to work in private banking organisation with excellent opportunities for career progression.  This would suit a Paraplanner looking to make the next step into dealing with Ultra HNW clients.

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