Location: Central London
Job Ref: FD / US
Salary: £50,000 - £60,000 + bonus and excellent benefit package
£50,000 – £60,000 + bonus and excellent benefit package
Financial Divisions are delighted to be supporting a prestigious Private Bank who are looking for a Senior Paraplanner for their stunning offices in the City. You must be diploma qualified and working towards your Chartered Status. They have a great reputation and have gone from strength to strength, now employing over 100 people.
As the Paraplanner, you will attend all the client meetings, carry out detailed analysis and research, cash flow modelling via Voyant and produce detailed suitability reports. You will also be the first point of contact for all their UHNW clients and deal with any queries they may have.
You must have experience working as a Paraplanner within Wealth Management, have excellent communication skills and able to build relationships internally within the advisory team. A solution orientated approach with excellent influencing skills and a good working knowledge of research tools.
To be considered for this role, you must be Diploma Qualified and have worked as a Paraplanner for a minimum of 3+ years.
Please send your CV to firstname.lastname@example.org or call 0207 397 5544 to discuss in more detail.