My Client is a rapidly growing FinTech business that is re-defining the wealth management space, enabling individuals and their families to better understand the relationship between money and life and maximise their financial well-being. Their business combines the best of human judgement and advice with sophisticated data driven portfolio and behavioural analytics and cutting edge UX. They are now challenging the more traditional wealth and asset management firms and transforming outcomes for clients and advisors in the industry. FCA regulated, they are based in the West End and are now looking for a Paraplanner with c. 5 years' experience in asset/wealth management and ideally some Client exposure. You will have in-depth technical experience of preparing plans and reports for financial planners, including managing your firm's financial planning software and billing clients. CF30 Qualification is preferred but not essential here, what is really important is that you are bright, hungry for ownership and are keen to step up into a more client facing role.
This role would suit someone who is bright, polished, switched on and tech-savvy. You will be pro-active, open to new ideas and keen to learn how technology can be used to optimise processes that underpin and speed up client experience and interaction touch points. Having started to onboard Clients in Q4 2018 this firm has built a substantial client base of ?? 500M assets under advice, are on track to break even in 2021 and are scaling. This is an exciting opportunity to join an innovative, tech-led company that will train you, mentor you and expedite you gaining the technical knowledge and credentials (CF30, CFP and STEP) to become a Chartered Financial Planner.