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Client-Facing Paraplanner - Exciting Career Progression Opportunity
An established and highly reputable Independent Wealth Management firm is looking to expand their Paraplanning team and is seeking a Diploma-qualified Client-Facing Paraplanner. This role offers a fantastic opportunity for a paraplanner looking to develop their career and progress towards becoming a Financial Adviser.
As a key part of the team, you will be supporting a Director-level adviser and working with a group of long-standing UHNW clients. The role will involve creating bespoke Suitability Reports, Cash Flow Modelling, conducting market research for financial products and investment opportunities, and preparing annual reviews for clients.
Key Responsibilities:
- Producing Suitability Reports and Cash Flow Modelling for UHNW clients
- Undertaking market research to identify relevant financial products and investment opportunities
- Preparing annual reviews and maintaining client relationships
- Supporting the development of processes and participating in ad-hoc projects
- Working with pensions, investments, IHT, and protection products
The Ideal Candidate:
- A minimum of 2 years’ paraplanning experience
- Strong technical competence across various financial products
- Excellent attention to detail and the ability to deliver high-quality work
- Great communication skills, with the ability to engage with senior staff and clients
- A desire to progress towards a Financial Adviser role
This role is ideal for someone looking for a long-term career opportunity with a highly respected firm that offers hybrid working, excellent benefits, and a clear pathway to progression.
If you are looking for a position where your career development is supported and you want to be part of a successful, growing business, please send your CV to Laura at Financial Divisions
