Wealth Executive - Paraplanner

Change & Transformation

Posted: 02/11/2016

  • Salary: GBP 17 per day - GBP 18 per day
  • Location: London
  • Job type: Contract
  • Reference: ss94

My leading financial services client is looking for a wealth executive to assist a financial planning team:

Candidates must have experience:

  • Hands on experience as a paraplanner within investment/wealth management
  • Excellent written & verbal communication skills
  • Good overall academic background.
  • Obtained Financial Planning Diploma/Chartered Financial Planner or advanced stage for their CII exams.
  • Microsoft package knowledge - e.g. Word, PowerPoint and Access
  • Good knowledge of EIS/VCT domain.

McGregor Boyall is an equal opportunity employer and do not discriminate based on race, religion, gender, age, sexuality, gender identification, or physical ability.