HNW Paraplanner
7 days ago
We are a well-established national practice, recruiting a highly skilled paraplanner to join our team. This role presents a fantastic opportunity for an experienced professional to take on new challenges and responsibilities.
Salary and Benefits
- The successful candidate can expect an excellent salary of £35,000 - £45,000 per annum.
About Our Practice
- We are a leading provider of financial services, offering a comprehensive range of solutions to our clients.
Responsibilities
- Undertaking in-depth reviews of clients' financial situations.
- Preparing detailed reports and recommendations.
- Conducting thorough market research to inform our advice.
- Collaborating with colleagues to deliver exceptional service.
- Staying up to date with market developments and global trends.
- Using advanced tools, such as cash flow modelling and lifestyle planning, to enhance our services.
- Representing our practice at client meetings, as required.
Requirements
- Degree or Dip Level 4 qualification in a relevant field.
- Proven experience working with high net worth individuals.
- Exceptional writing and communication skills.
What's Next
- If you're a motivated and experienced professional looking for a new challenge, we'd love to hear from you.
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