Client facing

My client is a well-established and highly successful boutique Wealth Management firm with a strong footprint in shaping the industry. They are looking for a technical paraplanner to support a well-established, long standing team of Advisers who deal with UHNW clients. You will be part of a highly collaborative team who focus on helping clients achieve their financial goals and objectives. T

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.

My client is looking for a diploma qualified paraplanner with 2+ years paraplanning experience who is looking to build on technical skills and knowledge and enjoys being part of an Independent IFA with a great reputation. There is a genuine opportunity to work towards transitioning to an Adviser with my client who can demonstrate their capabilities of doing this successfully.

If you are looking for an opportunity that can support the progression of 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