Paraplanner - Wealth Management
3 months ago
In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their practice.
Working closely with the Head of Wealth Management, your role will be to deliver holistic technical and Paraplanning services to clients. You will provide insight and analysis on available financial planning options as well as guidance on market trends and future projections. You will have extensive client involvement as well as providing technical insight and research for Consultants and Administration staff.
Applications are invited from skilled Paraplanners who are seeking a greater technical challenge within a forward thinking and highly professional firm. You will have achieved (or be close to) Chartered Status and be committed to further professional development. You will have strong technical knowledge covering Pensions (including Transfers), Investments, Tax and Protection. You must have strong communication skills, be IT literate and have the ability to manage a complex and diverse caseload.
This is an excellent opportunity for a dedicated, career Paraplanner who looking for greater responsibility within a leading firm.
Paraplanner, Pensions, Investments, IFA, Wealth Management, Financial Planning
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