Wealth Planning Paraplanner & Client Support

2 Days Old

A top Wealth Management firm is seeking an experienced Paraplanner to support Wealth Managers in managing client portfolios. The role requires a minimum of 2 years’ experience in a similar position and a Financial Planning Diploma. Candidates should possess strong written and verbal communication skills, attention to detail, and proficiency in the MS Office Suite. The position involves preparing recommendations, maintaining client files, and monitoring client accounts. This role offers an opportunity to work in a fast-paced environment with direct client exposure. #J-18808-Ljbffr
Location:
Greater London
Job Type:
FullTime

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