Paraplanner - Private Bank

Aston Carter Ltd
London, United Kingdom
Sep 19, 2019
Sep 21, 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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)

Allegis Group Limited operates as an Employment Business and Employment Agency as set out in the Conduct of Employment Agencies and Employment Businesses Regulations 2003. It is a company within the Allegis Group network of companies (collectively referred to as "Allegis Group"). Aerotek, Aston Carter, EASi, Talentis Solutions, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at

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