Back to search
My client is a well-established and highly successful 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 paraplanner to join them. You will work with a well-established team who are friendly and sociable.
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, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients. You must be able technically competent across various products such as pensions, investments, IHT, Estate planning.
My client is happy to consider candidates who are newly qualified with paraplanning experience and looking to build on technical skills and knowledge which they can fully support and offer career progression.
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
