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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 support at Director level. You will work with a well-established group of long-established UHNW clients in a hands-on Paraplanner role where you will be a key contact for clients. The role is fully hybrid and offers 3 days in the office and 2 days WFH.
Supporting a director, your 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 and enjoy attending client meetings.
My client is looking for a diploma qualified paraplanner who is working towards their chartered status and has client facing paraplanning experience. This is a technical and fast - paced paraplanning role. The opportunity can transition into an Adviser at a point in the future with clients to be handed over to begin servicing.
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.
