Back to search
My client is a reputable and prosperous chartered wealth management company that has a significant influence on the direction of the sector. To assist a seasoned, long-standing group of advisers who work with UHNW customers, they are seeking a technical paraplanner. You will be a member of a very cooperative team that is dedicated to assisting clients in reaching their financial targets.
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, chartered paraplanner with 5+ years paraplanning experience who is looking to build on technical skills and knowledge and enjoys being part of an Independent IFA with a great reputation. They offer excellent benefits, great working culture include work/life balance and fully support employee's well being and personal and professional development.
If you are looking for an opportunity that can support the progression of your technical 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 Sam at Financial Divisions.
