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Paraplanner - Private Bank

Employer
Aston Carter Ltd
Location
London, United Kingdom
Salary
Negotiable
Closing date
Sep 21, 2019

View more

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)

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 https://www.allegisgroup.com/en-gb/privacy-notices.

To access our Online Privacy Notice, which explains what information we may collect, use, share, and store about you, and describes your rights and choices about this, please go to https://www.allegisgroup.com/en-gb/privacy-notices.

We are part of a global network of companies and as a result, the personal data you provide will be shared within Allegis Group and transferred and processed outside the UK, Switzerland and European Economic Area subject to the protections described in the Allegis Group Online Privacy Notice. We store personal data in the UK, EEA, Switzerland and the USA. If you would like to exercise your privacy rights, please visit the "Contacting Us" section of our Online Privacy Notice at https://www.allegisgroup.com/en-gb/privacy-notices for details on how to contact us. To protect your privacy and security, we may take steps to verify your identity, such as a password and user ID if there is an account associated with your request, or identifying information such as your address or date of birth, before proceeding with your request. If you are resident in the UK, EEA or Switzerland, we will process any access request you make in accordance with our commitments under the UK Data Protection Act, EU-U.S. Privacy Shield or the Swiss-U.S. Privacy Shield.

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