My client, a forward-thinking Wealth Management firm based Near Grays are seeking an experienced Paraplanner. They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service. With a solid reputation built over several years, they are committed to maintaining the highest standards of professionalism and ethics across all aspects of their operations. Their dedication to excellence has fuelled consistent year-on-year growth, leading to the recent expansion of their team.
My client prioritises personalised, professional, and reliable advice, ensuring exceptional service while upholding efficiency without compromising the human connection. Their overarching mission is to democratise financial planning, making it accessible to all individuals.
This role entails technical responsibilities such as Technical Research, Product Recommendation, Suitability Reports, client interaction, and Cash Flow Modelling.
Candidates with prior experience as a Paraplanner in a Private Client Wealth Management firm are preferred. We are seeking individuals who are looking to establish a career in the support aspect of Private Client Wealth Management, with potential for advancement and greater responsibilities as they enhance their skills. Possession of a diploma qualification or Chartered exams would be beneficial. The company provides an appealing bonus system, comprehensive study and exam support, and structured training initiatives.
If you’re an experienced Paraplanner looking for a challenging yet rewarding opportunity, we encourage you to apply and become part of a forward thinking team committed to excellence in financial planning.
To discuss this opportunity as a Paraplanner further please contact Sam at FInancial DIvisions