The Company:
A highly respected and professional Wealth Management firm with ambitious growth plans.
The Role:
The Paraplanning Team Leader will actively manage a team of Paraplanners who are supporting Wealth Planners by carrying out high-quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management.
The Parapla...
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Paraplanning Team Leader , Wealth Management in London employer: JJ Search Ltd
As a well-respected financial planning and wealth management firm, we pride ourselves on fostering a collaborative and supportive work environment that encourages professional growth. Our Trainee Investment Executive role offers recent graduates the opportunity to gain hands-on experience while working closely with experienced Investment Managers, ensuring a meaningful start to their careers in finance. With ambitious growth plans, we provide our employees with unique opportunities for advancement and development in a dynamic and thriving location.