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My client is a prestigious Wealth Management firm who provide holistic advice to their long-standing UHNW clients. Due to growth, they are looking for an experienced Associate Paraplanner who is dynamic and progressive and looking for a Company that can support their progression in this industry.
You will be supporting a Top Billing Advisers and working 1 on 1 with them and supporting with preparation suitability reports, cashflow modelling, attending client meetings and dealing directly with clients. You must be diploma qualified and have at least 2 years + paraplanning experience.
This is a fantastic opportunity for an experienced Paraplanner who is looking for a Company that stands out, is highly regarded and whose ethos is investing in people! They have an excellent benefits package and will support you becoming Chartered alongside career development.
The role is hybrid and can be offered on 2-3 days in office and WFH. If you are looking to be part of a forward thinking and dynamic IFA with a great reputation in the market, then Please send your CV to Ursula Sloan.
