At a Glance
- Tasks: Conduct detailed analysis and prepare in-depth reports for high-net-worth clients.
- Company: Established Wealth Management firm with a focus on client strategy.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for growth in a dynamic and collaborative team.
- Why this job: Make a real difference in clients' financial futures while honing your expertise.
- Qualifications: Experience in client management and knowledge of wealth management principles.
The predicted salary is between 45000 - 55000 £ per year.
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 employer: Eden Resourcing
Join a prestigious Wealth Management firm in London that values its employees through a supportive work culture and a commitment to professional development. With opportunities for growth and a focus on high-net-worth clients, you will be part of a dynamic team that prioritises accuracy and compliance while fostering meaningful client relationships. Enjoy a competitive benefits package and the chance to make a significant impact in the financial well-being of clients.
