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My client is a well-established and highly successful Chartered 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 or working towards becoming qualified. The role is client facing and you will be involved in all aspects of the client’s journey.
Your key responsibilities will include basic Suitability reports, FE Analytics, producing illustrations and valuations, 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 minded and enjoy attending client meetings.
My client is looking for someone who wants to grow and develop their skills and can offer amazing support and training. Ideally you will have experience in a technical admin role with some basic paraplanning skills and working towards your Level 4 diploma.
If you are looking for an opportunity that can support your 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 Ursula at Financial Divisions
