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My client is a well-established and highly successful Chartered Wealth Management firm with an outstanding reputation in the Wealth Management industry. They are looking for a career technical paraplanner to support a well-established, long standing top billing adviser 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 with paraplanning experience who is looking to build on technical skills and knowledge and enjoys being part of a national 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 hybrid working, 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 in your development, then please do not hesitate to send your CV across to Ursula at Financial Divisions
