An exciting opportunity has arisen with a Private Bank in The City for an experienced Paraplanner. The firm have just launched their Wealth Management division and are looking for a technically competent Paraplanner to work alongside the Head of Wealth Management and build the infrastructure of the department as well as supporting Advisers in cross locations.
As the department grows, there is an opportunity for the right individual to work towards becoming an Adviser over the next 2 to 3 years.
As the Paraplanner you will have a proven track record with in-depth technicalexperience. You will support the Financial Planners in research and analysis to meet client objectives, prepare client reviews, financial plans and suitability reports and carry out cash flow modelling using Voyant. You will be working with HNW individuals who have between £1-£20m investable assets.
You will have the ability to think laterally and be able to challenge current standards and find ways to improve quality of advice. You will also be self-sufficient and confident working as the sole Paraplanner.
For this position, you will already need to hold your Diploma in Regulated Financial Planning, have an engaging manner, with excellent communication skills and building relationships internally within the advisoryteam. A solution orientated approach with excellent influencingskills.
Please do send your CV for the role of Paraplanner to Madeleine Kerrane at Financial Divisions
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