Eden Resourcing in London is assisting a well-established Wealth Management firm to appoint a Senior Paraplanner with client management experience. You will conduct detailed analysis on complex cases and prepare in-depth suitability reports for HNW clients.
You will cover pensions (including transfers and divorce), investments, protection, tax and estate planning, ensuring high standards of accuracy and compliance, with extensive client interaction.
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Senior Paraplanner – HNW Wealth & Client Strategy in London employer: Eden Resourcing
Join an award-winning Wealth Management firm in London that prides itself on maintaining the highest standards of professionalism and client service. With a strong focus on employee development, you will have access to extensive training opportunities and the chance to work alongside like-minded professionals who are dedicated to delivering bespoke solutions for High Net Worth clients. The firm's collaborative culture fosters innovation and excellence, making it an ideal environment for skilled Paraplanners looking to advance their careers.
