• Highly motivated and Supportive team
• Excellent career progression
• Leading Private Bank

Leading national institution seeks ambitious and experienced Paraplanner/Associate Advisor to join the private banking team supporting an executive manager dealing with HNW clients.

The ideal candidate will be very client focussed and have strong technical skills within financial planning. You will be polished in presentation and have exceptional communication skills. If you enjoy client service and wish to further develop your career in Private Banking then this is the ideal role for you.

Responsible for:

• Supporting the Executive Manager with Paraplanning and client queries.
• Attend client meetings with the Executive Manager
• Deal with HNW and Ultra HNW clients
• Following up Actions from Client Appointments
• SOA writing for HNW clients
• Taking calls from HNW clients and giving general advice

Pre-requisites for the role:

• ADFS (Financial Planning qualification)
• Paraplanning experience essential and excellent client service experience dealing with HNW clients
• Degree qualified favourable

For more information you can contact Toby Walsh from Bluefin Resources or alternatively, apply online below. Please note all applications will be treated in strictest confidence.