Expert Paraplanning and Wealth Management Professional

5 days ago


Gloucester, Gloucestershire, United Kingdom Integrated Talent Partnership Full time
Paraplanning and Wealth Management Expert

We seek an experienced Paraplanner to join our team, providing expert support to the Principal of an Ultra High Net Worth Financial Wealth Advisor firm. This role involves developing bespoke financial strategies for ultra-high-net-worth clients and collaborating with the Principal on key initiatives.

Main Responsibilities:
  • Support the Principal in providing high-level analysis and recommendations.
  • Develop comprehensive financial strategies for ultra-high-net-worth clients, considering investment performance and market trends.
Key Qualifications:
  • Proven experience as a Paraplanner or similar role.
  • Exceptional analytical and problem-solving skills, with the ability to conduct thorough research and analysis.
  • Excellent communication and interpersonal skills, ensuring seamless collaboration with the Principal and clients.
Compensation:
  • A competitive salary between $120,000 and $150,000 per annum.
  • The opportunity to work in a dynamic, high-calibre environment with access to continuous learning opportunities.


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