Back to search
Hybrid working, high profile role, excellent comprehensive salary package, career enhancing opportunity
Very exciting opportunity to join a London based wealth management firm where due to their success are looking to offer this opportunity to a technically experienced Chartered Senior Paraplanner looking for a fresh challenge. Working closely with the Director, as a key player, you will be responsible for leading and enhancing their presence in the UHNW niche market.
Opportunity Highlights
** Excellent ambitious growth plans offering incredible career opportunity in the future either in Advice or People Management
** Typical Client portfolio is upwards of £5m AUM
** Enjoy demonstrating your technical specialism across pensions, investments, estate planning, tax planning
** Fully present cash flow modelling to clients, coupled with detailed research and recommendation piece
** Totally Client facing supporting UHNW Clients with their financial plans
** Suitable only for a Chartered Paraplanner with a minimum of 5 years’ experience paraplanning, strong technical expertise with complex cases with the ability to enhance processes/procedures with future growth.
To discuss this opportunity in further detail, please contact Camilla Howden at Financial Divisions.
