Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports.
Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners.
My client are a boutique Chartered independent wealth planning firm in Central London who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London & Southeast.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
In their current setup they manage the affairs of 300 clients with assets ranging from £100k - £5m.
Do you have excellent organisational skills, an eye for detail and the ability to work well with people at all levels within an organisation?
Then this job could be for you!
Reporting to the Chief Operating Officer, this role sits within the Trust's Executive Team structure and requires the post holder to support the Trust's Chief Operating Officer with the administration of the Executive Team and Trustee Board, and management of all related meetings.