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Senior Paraplanner (HNW & UHNW Clients)

Senior Paraplanner (HNW & UHNW Clients)

Posted 2 May by MI Search Ltd Ended

This highly respected national wealth management firm who specialise in providing true holistic financial advice to HNW & UHNW clients and manage assets in excess of £20 billion are currently recruiting for an experienced Paraplanner to join its team in Birmingham.

In this role you will work very closely with the local Financial Planners in providing fee based wealth management solutions to HNW and UHNW clients. In addition to attending client meetings you will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to. Please note this is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators.

You must be an experienced paraplanner who is currently Diploma status (CII or equivalent) and keen to take further qualifications.

Full training and support is offered and staff are both encouraged and supported to undertake further study. Excellent long term career opportunities with a firm who is committed to further growth.

Basic salary to £40,000 plus bonus plus benefits.

Required skills

  • Administrative Support
  • Financial Planning
  • Financial Services
  • Paraplanning

Reference: 34705643

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