Wealth management

You prepare the financial plans that wealth managers present to their clients, working out how a client's savings, pensions and investments should be arranged to meet their goals.

A paraplanner is the technical half of a financial advice team. The wealth manager or financial planner meets the client and gives the advice. You do the research, the calculations and the writing that sit behind that advice. The seat is permanent, based in the London office, and sits on the wealth management side of the bank rather than in the investment bank.