Paraplanning Expert

Job Overview: We are looking for a talented Senior Paraplanner to join our team at CV Elite Ltd. As a key member of our Private Office, you will play a crucial role in delivering exceptional service to our high-net-worth clients.

Key Responsibilities:

1. Conduct thorough financial analysis and research, identifying opportunities to develop bespoke financial plans tailored to client needs.
2. Develop strong relationships with clients, providing ongoing support and guidance throughout their financial journey.
3. Collaborate with internal teams to ensure seamless alignment of strategies and client satisfaction.
4. Prepare detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments.

Requirements:

• Diploma qualified (DipPFS or equivalent) and Chartered.
• 5 years + Paraplanning experience, with experience of developing bespoke financial options and solutions for HNW and UHNW clients.
• Excellent communication and interpersonal skills.
• Able to work independently and as part of a team.

About the Company: CV Elite Ltd is a leading provider of private wealth management services. Our team of experts provides personalized advice and guidance to high-net-worth individuals, helping them achieve their financial goals.

Estimated Salary: £60,000 - £70,000 per annum, depending on experience.