A leading Wealth Manager in London is currently seeking a Senior Paraplanner who will work very closely with a Wealth manager, hold Financial Services experience and be Chartered or close to.
The role will be suitable for someone who has a background as a high level paraplanner within the Financial Services industry, either working for an IFA or Wealth Manager. A previous adviser with recent relevant paraplanning experience will also be considered as this role will be the right hand man to their leading adviser. You will attend meetings with them and will not solely be stuck in the office.
You will have attention to detail, excellent communication skills and a working knowledge of investments. High level report writing experience is essential but you will have an admistrator to prepare most suitability reports.
The role requires an individual who is comfortable face to face, experienced in working to deadlines, prioritising workload, project management and providing a high level of service at all times. To be successful, you will be minimum Diploma qualified with the intention to achieve Chartered status soon.
Salary from £40,000-£55,000 plus bonus and benefits. This is an excellent opportunity and is not a regular Senior Paraplanner role.