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Excellent benefits package, great holiday allowance, study to chartered if required, hybrid working DIS, Income Protection
Amazing opportunity to join a very successful London based Chartered Independent Wealth Management firm to head up a small team of Paraplanners where you will have full autonomy demonstrating both your technical and leadership skills.
Opportunity Highlights
** Perfect opportunity for a Chartered Paraplanner (or close to completion) demonstrating whole of market and people management skills
** Work closely with Clients, enjoy the technical aspects of UHNW Client wealth needs providing focus and direction to your team
** Enjoy mentoring/training junior graduate members to the team through a structured programme
** Manage workflow of cases, work closely with the Head of Admin, attend monthly / quarterly management meetings, work closely with the Head of Operations and manage the investment proposition
** Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs with recommendations to Advisers
** Attend Client meetings when required supporting the development of Client Relationships
** Opportunity to take part in new projects and to become a member of the Investment Committee
** Be able to identify any potential team issues, operational needs, resourcing requirements
** A minimum of 4 +years Paraplanning exposure required, strong technical skills including research, cashflow modelling as well as reporting, experience of development plans, appraisals, and performance improvement plans
To discuss this excellent opportunity, contact Camilla Howden at Financial Divisions.
