Paraplanner

3 days ago

Wrexham, United Kingdom Ferguson Dean Full time

A leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all technical staff in attaining Diploma and Chartered status.


Package


  • You will receive excellent salary (£30k- £45k) executive benefits and excellent internal prospects.


The company


  • A regional Wealth Management firm in Wrexham


Role


  • Undertaking reviews for clients
  • Preparation of reports, both from standard paragraphs and free text
  • Undertaking whole of the market research
  • Working on a collaborative basis with the rest of the team
  • Keeping up to date on market positions and global situations
  • Using cash flow modelling and lifestyle planning as required
  • Attending client meetings as required


The candidate


  • Ideally CII Dip but not essential
  • Experience of working with HNW and UHNW clients
  • Writing reports and undertaking research.




Next steps


  • Contact via email below for confidential discussion and review of opportunity and process

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