Paraplanner

Full-time Finance

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a changing industry. We are working with a rapidly growing Multi-Family Office and Corporate Advisory firm in Bishop’s Stortford who are looking for a Wealth Planner!

Responsibilities

• Provide tailored advice to the firm’s/your U/HNW clients on investments, tax planning, estate planning, inheritance and overall wealth management / preservation.
• Regularly attend client meetings / travel to meet with clients around the Hertfordshire and London areas.
• Keep up dated on regulatory changes to ensure your advice is the best way of your client meeting their goals.
• Work closely with the with...