Paraplanner

Are you an accomplished Paraplanner seeking a new challenge within a forward thinking and expanding Wealth Management firm? Do you have experience of dealing with UHNW clients seeking bespoke services? A role now exists for a skilled individual who will be tasked with support the leading Consultant covering an expanding client portfolio.

Based in luxurious surroundings, your role will be to provide specialist technical services to ensure that client requirements are satisfied. Your role will focus on bespoke Investment and Retirement planning, the construction and management of portfolios. You will be responsible for conducting in depth research and producing detailed client reports. You will also act as the first point of contact for client queries.

The successful candidate will be an experienced Paraplanner with a proven record within the Wealth Management arena. You will be qualified to diploma standard and be able to demonstrate excellent technical knowledge, focusing on Investment and Pension products.

This is an excellent opportunity for a self motivated and ambitious individual to secure a role within an expanding organisation committed to personal and professional development. You will be rewarded with an excellent package plus a bonus scheme designed to reward and retain top performers.

Paraplanning Jobs, Report Writing, Wealth Managament.