Technical Paraplanner - Wealth Management

Posted 5 April by Blakemore Recruitment Easy Apply

Our client is a long established, market leading Investment firm with a very strong IFA division. They specialise in providing high quality and complex Pensions & Investment advice to a discerning HNW clientele.

An excellent opportunity has arisen for a Level 4 Diploma qualified Paraplanner to join their prestigious Financial Planning buisness. The role will require you to prepare detailed bespoke reports and provide highly technical research services to a team of experienced Investment and Financial Planning Managers.

The role will suit a highly experienced and technically proficient Paraplanner with several years’ experience within an IFA or Wealth Management paraplanning role and who has an in depth understanding of complex report writing processes.

In return you will be rewarded with a market leading salary package, with excellent benefits, and the opportunity to work for a well-established and forward thinking organisation.

Required skills

  • Financial Planning
  • Investment
  • Paraplanning
  • Pensions
  • Wealth Management

Reference: 34832998

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