At a Glance
- Tasks: Support the Wealth Planning team with cashflow modelling and report writing.
- Company: Join Nedbank Private Wealth, a leader in high-quality wealth planning.
- Benefits: Gain valuable experience in a regulated environment with career growth potential.
- Other info: Dynamic team atmosphere with opportunities for professional development.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Strong analytical skills and attention to detail are essential.
The predicted salary is between 39600 - 48400 £ per year.
Nedbank Private Wealth in London is seeking a Paraplanner to support the Wealth Planning team in delivering high-quality, compliant wealth planning advice to private clients. The role focuses on technical research, cashflow modelling, report writing, and supporting Wealth Planners throughout the planning process.
Operating in a tightly regulated environment, you will ensure advice is robust, accurately documented, and aligned to client objectives, while keeping up to date with regulatory changes.
Wealth Planning Paraplanner – Cashflow & Reports 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.
