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Ref: 1066Client Relationship ManagerLondon£competitive Bonus & BenefitsThe private client division of this wealth management and investment management business is seeking a well spoken, confident and articulate individual to provide comprehensive technical support to the director of a small team dealing specifically with UHNW clients. The ...
Exciting opportunity has arisen for Assistant Consultant / Paraplanner to join this global organisation based in Leeds.Main purpose of the role will be to provide paraplanning support for the HNW / UHNW Financial Planners. You will see yourself responsible for the preparation for client meetings including valuation, pre meeting notes and resear...
This boutique wealth management firm based in the Thames Valley are looking to expand the Wealth Management side of the business. They are currently seeking a competent paraplanner with a bias towards Investments.You will see yourself responsible for the preparation for client meetings in conjunction with administrators including valuation, pre...
This Chartered accountancy practice are currently seeking a financial planning assistant to join team based in Guildford. Working within the investment team your main duties will include New client administration, Researching product markets in connection with client specific requirements, Preparation of written reports for clients in respect of ...
This boutique wealth management firm based in the Thames Valley are looking to expand the Wealth Management side of the business. They are currently seeking a competent paraplanner with fully holistic exposure.You will see yourself responsible for the preparation for client meetings in conjunction with administrators including valuation, pre me...
Exciting opportunity has arisen for Assistant Consultant / Paraplanner to join this global organisation based in Birmingham.Main purpose of the role will be to provide paraplanning support for the HNW / UHNW Financial Planners. You will see yourself responsible for the preparation for client meetings including valuation, pre meeting notes and r...
Exciting opportunity has arisen for Assistant Consultant / Paraplanner to join this global organisation based in London.Main purpose of the role will be to provide paraplanning support for the HNW / UHNW Financial Planners. You will see yourself responsible for the preparation for client meetings including valuation, pre meeting notes and resea...
ParaplannerLondon£40,000Large Accountancy Practise require an experienced Paraplanner to analyse Client portfolios and produce technical reports for Consultants. You will be expected to draft reports and letters to Clients on specific Client planning issues, draft and coordinate technical reports and research for presentations and reviews. ...
A small thriving independent financial advisory boutique re keen to acquire the services of a polish paraplanner to assist two high end Adviser’s and provide an cradle to grave paraplanning service.The practice has around £40mil funds under management and is continuing to go with the acquisition of new business and high levels of fee production...
Working alongside 2 other experienced Paraplanners providing a full technical support to 3 very busy Financial advisors who write in excess of over a million pounds between them.You must have a proven track record of report writing and putting together complex reports, dealing with products such as Investment funds, trusts and pensions.This...