A leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all technical staff in attaining Diploma and Chartered status.

Package

• You will receive excellent salary (£30k- £45k) executive benefits and excellent internal prospects.

The company

• A regional Wealth Management firm in Wrexham

Role

• Undertaking reviews for clients
• Preparation of reports, both from standard paragraphs and free text
• Undertaking whole of the market research
• Working on a collaborative basis with the rest of the team
• Keeping up to date on market positions and global situations
• Using cash flow modelling and lifestyle planning as required
• Attending client meetings as required

The candidate

• Ideally CII Dip but not essential
• Experience of working with HNW and UHNW clients
• Writing reports and undertaking research.

Next steps

• Contact via email below for confidential discussion and review of opportunity and process