Wealth Management Specialist

2 days ago


High Wycombe, Buckinghamshire, United Kingdom NJR Recruitment Full time

A National Wealth Management Firm based in the outskirts of High Wycombe is seeking an experienced and talented Paraplanner to join their team. This is a fantastic opportunity for someone looking to further their career with a leading Financial Planning practice.

The successful candidate will have the chance to work alongside the technical team, providing a varied and fast-paced environment with opportunities to develop skills within a buoyant and exciting industry.

Key responsibilities will include:

  • Ensuring all compliance paperwork is accurate and up-to-date
  • Discussing the client's needs and objectives with the relevant adviser
  • Preparing information for analysis by the adviser
  • Producing Cash Flow Forecast Reports
  • Undertaking research to identify suitable solutions to meet the client's needs and objectives

We estimate the salary for this role to be around £38,000 - £50,000 per annum, depending on experience. Benefits include 25 days annual leave + Bank Holidays, hybrid working, a contributory pension scheme, private healthcare, life assurance, health insurance, charity volunteer days, career development, and a cycle to work scheme.



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