My client is a well-established and highly successful Wealth Management firm with an outstanding reputation based on holistic financial planning advice. They are looking for a career technical paraplanner to support a well-established, long standing top billing Director who deals with UHNW clients. You will be part of a highly collaborative team who focus on helping clients achieve their financial goals and objectives. The role is fully hybrid and offers 3 days in the office and 2 days WFH.
Key responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, and preparation of annual reviews with clients. You must be technically competent across various products such as pensions, investments, IHT, Estate planning.
My client is looking for a diploma qualified paraplanner, educated to degree level, ideally working towards chartered status and with paraplanning experience, looking to build on technical skills and knowledge and enjoys being part of a boutique and independent IFA with a great reputation.
If you are looking for an opportunity that can support your paraplanning career, want to be part of a highly reputable business that offer a great working culture, and excellent benefits then please do get in touch.
If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time and resources for your personal and professional development, then please do get in touch or send your CV across to Ursula at Financial Divisions