Paraplanner

Job description

Paraplanner Department: MWM: Employment Type: Full Time: Location: London Office: Reporting To: Jamie Oliver: Description: Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability, or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work. If you are ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading! Join the Menzies Wealth Management team as a Paraplanner and help shape the financial futures of our clients. We are seeking a client-focused and commercially minded professional to support our Financial Planners throughout the full client journey. The successful candidate will be responsible for conducting research, preparing high-quality advice reports, and working closely with the administration team to ensure the smooth implementation of recommendations. The role also involves supporting Senior Management where required, while delivering an exceptional client experience and maintaining high professional standards. Why...