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Chartered Wealth management firm, flexible working!
Are you ready to elevate your career and work with some of the most prestigious UHNW clients in the Wealth Management sector? This is your chance to join a highly successful, well-established Independent Wealth Management firm with an impeccable reputation in the industry.
If you're a diploma-qualified, chartered paraplanner (or working towards it) with a passion for providing high-level support to Directors, this could be the opportunity you've been waiting for. Our client is looking for someone with a keen eye for detail, a love for technical challenges, and a desire to be part of a forward-thinking team that's constantly growing and improving.
Why should you apply?
- A Step Up in Your Career: Join a firm that values your growth. The role offers not just technical paraplanning work, but the chance to be involved in key projects, shape internal processes, and even take on mentoring responsibilities for junior members.
- Work with the Best: You’ll be supporting UHNW clients with bespoke Suitability Reports, Cash Flow Modelling, investment research, and annual client reviews. This is not your standard paraplanning role - you’ll be challenged and stretched on a daily basis, working on complex cases that will enhance your expertise.
- Genuine Development: The firm is committed to helping you progress, whether you're looking to grow your managerial skills or transition into an advisory role in the future. The opportunities for career development are unlimited here!
- Competitive Salary & Hybrid Working: With a salary range of £65,000 - £75,000, this is a highly competitive opportunity. Plus, enjoy the flexibility of hybrid working - a perfect balance of office interaction and remote productivity.
What we're looking for:
- A minimum of 5 years’ paraplanning experience
- A deep technical knowledge across products such as pensions, investments, IHT, and protection
- A team player with strong communication skills and the ability to mentor junior team members
- A problem-solver who thrives on challenges and loves to make an impact
If you're ready to take your career to new heights with a firm that will invest in your growth and development, this is an opportunity you simply cannot miss. Don't wait - send your CV today to Laura at Financial Divisionsand let's discuss how this exciting new role could be the next big step in your career.
Apply now - your future awaits!
