Associate Wealth Planner - London, United Kingdom - mbf.
Description
A high end, boutique advisory practice currently requires a Associate Wealth Planner/Paraplanner to join their team.Based in their prestigious West offices (required to be in office only two days per week), you will be working on a 1-2-1 basis with oneof the Managing Partners providing technical support and relationship management services to their niche ex-pat client bank.
Your duties will include working closely with one of the Managing Partners to support him with all existing and new clients.
After a period of time, you will be expected to be confident to conductclient progress meetings in the instances where a Managing Partner is not available.
My client can offer a highly competitve salary package along with bonus, benefits and an excellent hybrid working model.Ultimately, this is an opportunity to work for a prestigious wealth management firm focussing in a specific niche area offering progressionand high remuneration.
More jobs from mbf.
-
Senior Paraplanner
Trowbridge, United Kingdom - 6 days ago
-
Financial Planning Administrator
Saffron Walden, United Kingdom - 1 day ago
-
Chartered Financial Planner
London, United Kingdom - 2 weeks ago
-
Senior Ifa Administrator
Cheltenham, United Kingdom - 1 week ago
-
Chartered Financial Planner
London, United Kingdom - 2 weeks ago
-
IFA Administrator
Bournemouth, Dorset, United Kingdom - 1 week ago