AF3 Wealth Planning Analyst
Key Roles:
- Supporting Private Bankers/Relationship Managers to assist with financial planning for clients
- Attending client meetings, managing relationships and acting as first point of contact
- Writing reports for HNW clients
- Focussing mainly on pension advise but also tax and investment planning
Key Attributes:
- The AF3 qualification or equivalent is ESSENTIAL
- Experience in a financial planning/wealth management role
- Educated to degree level or equivalent
“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”
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