1096914 Published: 8 May 2019
Job Type
Salary
£25,000 - £35,000 (depending on experience) + benefits
Location
City of London
Reference
925349
Consultant Name
Digby Neave
Contact Number
020 7588 8999

Description

Exciting opportunity work for a well-established and reputable Wealth Management firm in the City.

Working alongside a dedicated and talented team this is a pivotal role in the delivery of exceptional service to clients.

As a Junior Paraplanner you will need to be bright, totally dedicated/hardworking and have a passion for Wealth Management and working with HNW clients.

Responsibilities:

  • Working with the Advisors to delivery an exceptional client service
  • Collaborating with the Senior Paraplanner and PA to manage all actions arising from client meetings
  • Assisting with the management of all incoming client queries by both telephone and email
  • Preparing client correspondence and developing key relationships
  • Keeping knowledge-base up to date with compliance requirements and chasing where necessary to maintain completeness
  • Keeping up to date with regulatory and financial market changes

Requirements:

  • Experience working within Financial Services essential
  • Familiar with financial products and asset classes
  • Willingness to develop and progress and take professional qualifications
  • Exceptional attention to detail
  • Strong MS Office skills particularly Excel with the ability to effectively manage and manipulate data
  • Excellent positive attitude to work; dedicated and hardworking
  • Ability to communicate with individuals at all levels including UHNW clients
Apply
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Aldrich & Company
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