Financial Planning Paraplanner
3 weeks ago
Overview
A prominent name in the Financial Advisory sector is seeking to expand its team by hiring an additional paraplanner. As part of a larger organization, this firm benefits from substantial financial backing and is looking for a dedicated professional to assist the Adviser. They cater to clients with assets ranging from £100k to £1m and pride themselves on their independence.
Compensation Package
- Attractive salary range (£35k - £45k) along with executive benefits and potential earnings.
About the Company
- A well-established national practice known for its excellence.
Key Responsibilities
- Conducting comprehensive reviews for clients.
- Preparing detailed reports utilizing both standard paragraphs and customized text.
- Performing extensive market research across the entire financial landscape.
- Collaborating effectively with team members.
- Staying informed on market trends and global economic conditions.
- Employing cash flow modeling and lifestyle planning techniques as necessary.
- Participating in client meetings as required.
Candidate Profile
- Possession of Dip Level 4 qualification.
- Experience in servicing High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
- Proficient in report writing and conducting thorough research.
Next Steps
- For a confidential discussion regarding this opportunity, please reach out via the provided contact method.
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