Paraplanner - Private Bank

Recruiter
Aston Carter Ltd
Location
London, United Kingdom
Salary
Negotiable
Posted
19 Sep 2019
Closes
19 Oct 2019
Ref
6355843
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Paraplanner - Private Bank

Keywords: Private Banker, Relationship Manager, HNWI, RDR Level 4, Operations, Middle Office, Sales, Portfolio Management, Associate, AVP, Mass Affluent, Private Bank, Retail Bank, English, Russian, Chinese, Hungarian, Romanian, Paraplanner, RM, Planner, Assistant, Assistant Relationship manager, CISI, Chartered, Wealth Advisor, Investment manager, CII, Financial planning, Private banking, Client Service,

I am currently working with a leading Private Bank that is looking for a skilled individual that is looking for an opportunity to progress their career and work with some of the best Financial Planners in the market. This opportunity will give you chance to work closely with some of the highest performing sales people in the company and gives you regular exposure to senior stake holders.

The successful candidate will have the following responsibilities:

  • Provide support to there Financial planner.
  • Have regular interactions with HNW Clients, Senior Stake Holders and Sales People in the business.
  • Provide client reports and maintain up to date portfolio information.
  • Build and maintain relationships both internally and externally.
  • Assist with preparation for presentation meeting


To be a Success full candidate you will need:
  • To have or be close to obtaining CFA / RDR level 4 / IMC / Investment Planner Diploma
  • Have experience working 1-1 with a Financial Planner
  • Have experience / Knowledge on investment planning products including / IHT/ Pensions / Health care.
  • To have experience working closely with clients.

Those that feel they are a strong candidate for the role should contact Rianna Hughes by forward their CV's to riahughes@astonncarter(.com)

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