HNW Client Support Specialist
11 hours ago
Vanilla Recruitment is proud to partner with a respected wealth management firm to find an experienced Paraplanner. The successful candidate will contribute to delivering exceptional client experiences and support the development of high-quality financial planning services.
Role Overview- The ideal candidate will be DipPFS qualified or studying, with a minimum of 3 years paraplanning experience in a similar environment.
Responsibilities:
- Providing comprehensive financial planning assistance to high-net worth clients.
- Supporting the delivery of exceptional client service through close collaboration with financial advisers.
- Developing and maintaining effective systems, processes, and procedures to improve efficiency.
Salary and Benefits:
- £40,000 – £50,000 salary.
- 25 days annual leave plus 8 bank holidays.
- Pension scheme.
- Death in service x 3.
- Sick pay (after probation) 20 days rolling year.
- On-site parking.
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