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My client is a well-established and highly successful Independent Wealth Management firm with an outstanding reputation in the Wealth Management industry. They are looking to continue to grow and develop their business and require a diploma qualified, chartered paraplanner (or working towards) to join them to provide support at Director level. You will work with a well-established group of long-established UHNW clients.
Key responsibilities will include bespoke Suitability Reports for UHNW cases 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, and protection.
You will have the opportunity to be involved in ad-hoc projects, implementing and improving processes and playing a key part in shaping the processess. The ideal candidate will have a minimum of 5 years paraplanning experience, excellent attention to detail and great communication skills. Mentoring more junior members in the team and working on complex and technical paraplanning cases so must enjoy a challenge and work in a collaborative manner.
If you are looking for an opportunity that can support your career your managerial skills or a route to an Adviser in the future, this would be great fit for you!
If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Ursula at Financial Divisions.
