HNW Financial Advisor

2 days ago

Brent, United Kingdom CV Elite Ltd Full time

Job Description: We are seeking a highly skilled Senior Paraplanner to join our team at CV Elite Ltd. As a key member of our Private Office, you will be responsible for delivering exceptional service to our high-net-worth clients, working closely with senior managers to create a joined-up, high-quality service proposition.

Key Responsibilities:

  • Conduct comprehensive research and analysis of financial products, investment opportunities, retirement plans, estate planning, and risk management solutions.
  • Develop relationships with clients, providing ongoing support throughout their financial journey, focusing on client outcomes and servicing.
  • Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the clients requirements.

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 Role:

This is an exciting opportunity to join a dynamic team and take your career to the next level. You will have the chance to work with senior managers to create a joined-up, high-quality service proposition, staying ahead of market developments and identifying optimal opportunities to enhance the client experience.

Estimated Salary: £62,000 - £72,000 per annum, depending on experience.

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