Paraplanner - Wealth Management - Central Berkshire

1 week ago


Bracknell, United Kingdom Financial Divisions Full time

**Plus Hybrid Working, Pension, Death in Service cover, medical cash plan**

**My client, a Chartered Wealth Planning Practice has been operating for over a decade and due to its excellent reputation has been providing the highest levels of Financial Advice to HNW Clients. Working with a client base of Berkshire based professionals,their Advisers provide advice across Pensions, Investments, Taxation and IHT planning, and Estate Planning (including complex products and wealth structuring. )
Due to an yet a further expansion and an increase in enquiries, they are ideally looking to recruit another highly experienced Diploma Qualified Paraplanner with strong technical skills gained within wealth management who has already been providing close supportto very busy Support Chartered Advisors. You will be required to take ownership in managing the production of reports and letters for clients developing recommendations for your advisors and be proficient in undertaking analysis of clients’ needs and wants.The majority of your work will revolve around researching appropriate products and helping the Advisers recommend the best course of action - with the opportunity to attend meetings with the Advisers.


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