Paraplanner and Financial Strategist

1 day ago


Gloucester, Gloucestershire, United Kingdom Integrated Talent Partnership Full time
Bespoke Financial Strategies for Ultra-High-Net-Worth Clients

This is an exceptional opportunity to work closely with the Principal of an Ultra High Net Worth Financial Wealth Advisor firm, supporting their efforts in developing tailored financial strategies for high-net-worth clients.

About the Role:
  • Collaborate with the Principal to provide high-level support and expert analysis.
  • Develop bespoke financial strategies for ultra-high-net-worth clients, leveraging expertise in investment performance and market trends.
Requirements:
  • Strong analytical skills and ability to conduct thorough research and analysis.
  • Excellent communication skills, ensuring seamless collaboration with the Principal and clients.
  • A passion for delivering high-quality results in a fast-paced environment.
What We Offer:
  • A competitive salary between $120,000 and $150,000 per annum.
  • An opportunity to work in a dynamic, high-calibre environment with continuous learning opportunities.


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