Paraplanner - Remote/Home Working

Posted 7 September by MB Fitzgerald
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A national and highly regarded Financial Planning & Wealth Management organisation are seeking to recruit an experienced Paraplanner to join their growing team. The business work at the very top end of the industry dealing with HNW & UHNW clients, they provide holistic advice to clients across the whole of the UK.

They are now seeking to recruit an additional Paraplanner to join their team, the role will focus on providing high level technical support to a team of Financial Advisers. To be considered you must be working as a Paraplanner and will have strong experience in this type of role, you will also need be Diploma qualified and any additional exams towards chartered would be an advantage.

In this role you will be required to -

  • Work with Senior Financial Planners, proving them with 1-2-1 support
  • Prepare detailed recommendations & write bespoke financial planning reports
  • Liaise with HNW & UHNW clients

The client promotes flexible working and is happy for this role to be fully remote.

This is an excellent opportunity to join a market leader where you will be a senior member of the team. The client is offering a competitive basic salary to £55,000 + bonus and company benefits.

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Wealth Management
  • Paraplanner

Reference: 43950844

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