My client is a well-established industry leader in wealth management. Having doubled in size over the last couple of years, they are looking to continue to grow and now require a diploma qualified, experienced Associate paraplanner to join their dynamic team. You will work alongside the Advisers to support the business in providing an outstanding service to their clients. You will attend client meetings with the Adviser and it’s a truly exciting opportunity for a diploma qualified candidate. You must be able technically competent across various products such as pensions, investments, IHT, Estate planning.
Other 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 will work in a highly collaborative environment where your recommendations and experience will be highly respected. Working closely with the Advisers, attending client meetings if required and building relationships internally and externally.
If you are looking for an opportunity that can help you grow your technical skills and knowledge, 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 Sloan.
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