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Paraplanner - National Wealth Manager

Posted 8 March by MB Fitzgerald Easy Apply Ended

A well respected and influential national wealth management firm currently has a requirement for an experienced Paraplanner to join their established team. Candidates must have the ability to be able to complete bespoke, compliant suitability reports and research the most suitable products for clients on behalf of Senior Financial Planners of whom you would be working closely with. Working under pressure and within tight deadlines is a necessity within this role. Our client works solely with HNW individuals so a background of dealing with this type of client on a face to face basis would be considered an advantage. Candidates should be qualified to DipPFS level and be ready to embrace RDR mirroring the companies ethos. Full support for qualifications, study support will be offered along with a first class benefits package. This is an excellent opportunity to be an important team member within one of the UK's most dynamic and forward thinking wealth managers.

Required skills

  • Paraplanner or Paraplanning or Wealth Management or Financial Planning

Reference: 34636374

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