At a Glance
- Tasks: Support the Wealth Planning team with research, analysis, and financial planning.
- Company: Join an award-winning private bank and wealth manager with a global presence.
- Benefits: Enjoy a competitive salary, professional development, and a supportive work culture.
- Other info: Be part of a dynamic team that values collaboration and innovation.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong analytical skills and a passion for finance are essential.
The predicted salary is between 34650 - 42350 £ per year.
We have an opportunity for a Paraplanner to join our Wealth Planning Team on a permanent basis.
Who We Are Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE.
The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, to both business and private clients worldwide.
All our people are expected to consistently demonstrate our 6Cs, Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.
Job Purpose The Paraplanner is responsible for supporting the Wealth Planning team in the delivery of high-quality, compliant wealth planning advice to private clients.
Operating within a closely regulated environment, the role holder provides technical research, analysis, cashflow modelling, financial planning support, and report writing services to assist Wealth Planners in delivering suitable client recommendations and positive client outcomes.
The role plays a key part in ensuring advice is technically robust, compliant with regulatory requirements, and aligned to client objectives.
Responsibilities
Paraplanner employer: Nedbank Private Wealth
Nedbank Private Wealth is an exceptional employer, offering a dynamic work environment in the heart of London where collaboration and client impact are at the forefront of our culture. We prioritise employee growth through continuous professional development and support for achieving advanced qualifications, ensuring that our team members thrive in their careers while delivering high-quality wealth management services. With a commitment to diversity and inclusion, we foster a workplace where individuality is celebrated, making it a rewarding place to build a meaningful career.
