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My client is a well-established and highly successful Chartered Wealth Management firm with an outstanding reputation and award winning in the industry. They are looking to continue to grow and require a diploma qualified client facing paraplanner to join them to provide paraplanning support to 2 highly successful Advisers and be part of a talented pod of support. The role is fully hybrid and offers 3 days in the office and 2 days WFH.
Your key responsibilities will be the production of suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities. The role would suit someone who is Chartered or close to with technical paraplanning experience and enjoy attending client meetings as and when required.
If you are looking for an opportunity that can support your wealth management 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
