Technical Manager/ Paraplanner (Kennedy Black Wealth Management)

Moorgate, London

Kennedy Black Wealth Management

Job Description

Who are we?

Kennedy Black Wealth Management is a fast-growing, award-winning Chartered Financial Planning firm based in Moorgate in the heart of the City of London.

We deliver a broad financial planning-based wealth management service to a lovely group of successful clients. We are small and ambitious, and we operate out of some very stylish offices with lots of fun perks (including a pool table and free coffee from our very own barista).

We are currently looking for a junior paraplanner to join us to support the Managing Director and help deliver a first-class service to our clients.

Our core values are: integrity, transparency, excellence, innovation and accountability.

Who are you?

You will have a university degree and some experience within financial services, but more importantly an excellent attention to detail, with advanced skills in Microsoft Word, Excel and PowerPoint.

Experience of financial software packages such as Prestwood Truth and Morningstar Office are desirable but certainly not essential.

This role offers significant client exposure and responsibility from the very start, as you will be expected to attend every client meeting.

The important details:

Salary: Depends on experience

Eligible for annual bonus

20 days holiday plus bank holidays

Office closure over Christmas

Employer pension contribution

Monthly cash allowance for health benefits

Exam support (financial support and study leave, depending on qualification)

Contact (office manager)