An excellent opportunity for a responsible and self-motivated individual to join a well-established and successful Wealth Management firm as Technical Paraplanner based in its administrative and client servicing hub in Malta. The right candidate will be working with a very experienced team of financial advisers based in Switzerland.
This is an investment-biased role in a friendly and professional firm, and it is a
wonderful opportunity for an individual who has the ambition to develop into an experienced paraplanner or technician and enjoys complicated cases involving
HNW individuals as well as day-to-day client contact. It would be an advantage if the applicant has a strong understanding of the financial planning process including technical knowledge of investments, pensions, trusts & IHT planning.
It is important that this individual has already completed some CII (or equivalent)
qualifications and has the ambition to progress their knowledge and ability in the role.
Main Duties include:
A well-established and successful Wealth Management firm headquartered in Switzerland committed to protect and enhance their client’s financial positions. Offices are centrally located in Sliema, Malta.
Malta is a small archipelago in the Mediterranean Sea, south of Sicily. It is an independent member state of the European Union and home to a little less than half a million people. It is English speaking and salaries are paid in Euros.
Malta is extremely popular for relocations, boasting as it does low domestic tax rates, Schengen Area membership, a rich history, a vibrant and active social scene, and the highest average number of days of sunshine per year in Europe.
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