Paraplanning Expert for HNW Clients
2 weeks ago
We are seeking an experienced Paraplanner to support our Advisers in delivering high-quality services to High Net Worth clients.
Key Responsibilities:
- Undertake reviews and provide recommendations for clients.
- Prepare reports and proposals using cash flow modelling and lifestyle planning.
- Conduct whole of the market research and provide independent advice.
- Collaborate with the team to deliver exceptional client outcomes.
- Stay up-to-date with market positions and global situations.
Requirements:
- Dip Level 4 qualification.
- Experience working with HNW clients and writing reports.
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