Paraplanner / Assistant Advisor (HNW / UHNW) – Strong Career Opportunity
London – £depending on experience
As part of continued growth and development through 2025 an exciting career opportunity has arisen with a London Wealth Management Firm. As specialist Wealth Advisors to HNW & UHNW clients they provide complex, bespoke advice to clients who often have unique and challenging wealth management positions.
They pride themselves on combining an exceptional personal level of service with the use of modern practices, technology and innovative ideas.
This role will involve working closely with financial / wealth advisors, helping them manage client relationships, maintaining an exceptional level of personal service and providing complex wealth planning solutions. You will conduct extensive research & analysis, present recommendations and play a full role in the wealth management solution process.
You will need to be highly organised, work well in a strong team oriented environment and be comfortable liaising with colleagues and clients via, phone, virtual meetings and in person.
This is an excellent career opportunity, and a chance to join a company who will invest in and help develop you. They have no barriers and have successfully developed individuals into client facing advisory positions, helping you on your journey to managing clients and having a successful career.
The company offers flexible working, a strong package and an opportunity to work in an interesting and challenging environment, working on bespoke portfolios with complex client cases.
This role would suit someone who has previous wealth management / financial advisory experience gained in a paraplanning of similar technical role who has excellent interpersonal skills, a strong educational background and a good work ethic.
For more information please contact Richard Garbett.