Assistant Financial Planner (Paraplanner)
other jobs mbf.
Added before 8 hours
- England,London,City of London
- full-time
- £45,000 - £60,000 per annum
Job Description:
Assistant Wealth Planner (Paraplanner)
Permanent Role
London Team
About the Role:
We are seeking an experienced and dedicated Assistant Wealth Planner (Paraplanner) to join our clients London based Wealth Planning team. This is a permanent position within an established global leader in private banking and wealth management services.
Company Overview:
This organisation has a long-standing reputation as a global leader in private banking and wealth management. With roots dating back over a century, they have earned a prestigious position in the financial industry, serving high-net-worth and ultra-high-net-worth clients worldwide. Their commitment to innovation, exceptional client service, and tailored financial solutions underscores their status as a trusted advisor in the financial world.
Core Services and Expertise Include:
*Wealth Management: Delivering personalised strategies to achieve each client’s unique goals and financial objectives.
*Investment Advisory: Providing expert guidance on investments, asset allocation, and portfolio diversification.
*Private Banking: Offering comprehensive banking services, including customized lending solutions.
*Financial Planning: Taking a holistic approach to tax optimization, estate planning, retirement, and more.
Package:
*Salary Range: £45,000 to £60,000 (dependent on skills, experience, and qualifications).
*Annual Bonus: 10-20% based on performance.
*Flexible Working Arrangement: Up to three days of remote work per week.
*Comprehensive Benefits Package: Exceptional benefits tailored to meet employee needs, including private medical coverage, group income protection, and much more (details available upon request).
Role Highlights:
As an Assistant Wealth Planner, you will play a pivotal role in supporting Wealth Planners and providing technical assistance to ensure UHNW clients receive top-tier financial planning advice. This is a unique opportunity to work within an ultra-high-net-worth team, contributing to strategic planning, conducting detailed financial analyses, and producing comprehensive client communications.
Career Progression:
There is potential for career growth within this organisation, including opportunities to advance into a Wealth Adviser role or take on Team Leadership responsibilities in the future.
Permanent Role
London Team
About the Role:
We are seeking an experienced and dedicated Assistant Wealth Planner (Paraplanner) to join our clients London based Wealth Planning team. This is a permanent position within an established global leader in private banking and wealth management services.
Company Overview:
This organisation has a long-standing reputation as a global leader in private banking and wealth management. With roots dating back over a century, they have earned a prestigious position in the financial industry, serving high-net-worth and ultra-high-net-worth clients worldwide. Their commitment to innovation, exceptional client service, and tailored financial solutions underscores their status as a trusted advisor in the financial world.
Core Services and Expertise Include:
*Wealth Management: Delivering personalised strategies to achieve each client’s unique goals and financial objectives.
*Investment Advisory: Providing expert guidance on investments, asset allocation, and portfolio diversification.
*Private Banking: Offering comprehensive banking services, including customized lending solutions.
*Financial Planning: Taking a holistic approach to tax optimization, estate planning, retirement, and more.
Package:
*Salary Range: £45,000 to £60,000 (dependent on skills, experience, and qualifications).
*Annual Bonus: 10-20% based on performance.
*Flexible Working Arrangement: Up to three days of remote work per week.
*Comprehensive Benefits Package: Exceptional benefits tailored to meet employee needs, including private medical coverage, group income protection, and much more (details available upon request).
Role Highlights:
As an Assistant Wealth Planner, you will play a pivotal role in supporting Wealth Planners and providing technical assistance to ensure UHNW clients receive top-tier financial planning advice. This is a unique opportunity to work within an ultra-high-net-worth team, contributing to strategic planning, conducting detailed financial analyses, and producing comprehensive client communications.
Career Progression:
There is potential for career growth within this organisation, including opportunities to advance into a Wealth Adviser role or take on Team Leadership responsibilities in the future.
Job number 1717060
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...