Financial Administrator/ Trainee Paraplanner - Wimbledon - £33k - £35k bonus, Full study support - Chartered IFA firm
My client are a Chartered independent wealth planning firm with offices in Wimbledon who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across London and Surrey.
They have 1000 clients in their current setup with on average £500k of assets to invest per client but their top clients have multiple millions to invest and nearly £1bn AUM.