Back to search
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 existing Paraplanning team and require a diploma qualified client facing paraplanner 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 as a Senior Paraplanner in the team. The ideal candidate will have a minimum of 2 years paraplanning experience, excellent attention to detail and great communication skills.
If you are looking for an opportunity that can support your career development to an Adviser in the future and, 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
