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 client facing paraplanner to their growing and dynamic team.

You will be providing technical paraplanning support at Director level, some of your 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.

My client is looking for an experienced Paraplanner who is working towards their Chartered exams, you must have 2+ years paraplanning technical skills and knowledge and ideally have worked in a client facing role.

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