Trainee Wealth Planner
5 days left
- Full Time
A prestigious wealth management organisation based in Mayfair currently seeks to appoint a new Trainee Wealth Planner to join their well respected team and work closely alongside some of the industries leading Wealth Planners.
The role will initially be focused on paraplanning, attending client meetings and shadowing a top performing consultant with gradual development leading into a Wealth Management position
This well established business provide holistic advice to HNW & UHNW clients on all aspects of their financial planning at all stages of life - from helping them to build their assets and protecting them in the event of their death or critical illness, through to generating a secure income in retirement and meeting the costs of long-term care.
The successful candidate will be qualified to DipPFS level as a minimum, will have had previous exposure to HNW clients and will have ambitions to be fast-tracked into a client facing role and to attain Chartered status.
A great opportunity for an experienced Paraplanner who is now looking to take the next step in their career by moving into an advisory position.