Paraplanner - HNW Wealth Manager & Investment Management Firm

Posted 10 May by Oval Recruit
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Paraplanner - HNW Wealth Manager & Investment Management Firm

Chipping Norton (flexible work from home options) - £competitive + Bonus (Profit Share) & Package

An Award-winning Wealth Management Consultancy who continues to grow and develop are looking to recruit a highly professional and competent individual to join their growing Technical Paraplanning Team.

The company provide bespoke Wealth Planning Advice and Investment Management solutions to a prestigious HNW Client base. They manage portfolios both on a Discretionary and Advisory basis, are experts in legacy planning and offer long term Investment, Pension and Estate Planning.

The company which is fully employee owned have a strong positive office ethos. They offer an excellent working environment; strong package including profit share and heavily invest in the development of the team.

This role sits as part of the Technical Team and requires working closely with consultants, clients and the wider support team to ensure clients receive first class advice and support -

Specifics of the role include -

  • Conducting extensive research and providing consultants with technical assessments and reports based upon risk profiles.
  • Analysis the clients current tax position and make recommendations for the future.
  • Conducting in depth meeting preparation work, attending client meetings and producing follow up reports & analysis, answering any specific client queries.
  • Produce technical and compliant suitability letters.
  • Provide Consultants with strong technical advice and guidance backed up by fully researched client solutions.
  • Answer client queries and assist the administrative support team with technical questions.
  • Take responsibility for self-improvement, keeping up to date with market changes, compliance and legislative considerations.

To apply for this position, you must have worked in a similar technical role. You should preferably hold your diploma or being progressing towards it, having completed some exams. You will need to display a technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients.

For more information, please contact Richard Garbett

Reference: 52626295

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