Wealth Management Paraplanner
An opportunity has arisen through strategic growth plans to join a progressive Senior Partner Practice of a highly respected FTSE 100 Wealth Management Company.
Working directly with the Financial Adviser and their High Net Worth clients, this is a role for a very organised, driven and self-motivated paraplanner to support the growth plans of this Central London based Wealth Management Practice.
You will provide a full suitability support service in line with the FCA and internal compliance procedures, undertake paraplanning responsibilities, and will be given exposure to interesting and complicated pensions, inheritance tax and investment cases. You will also be required to complete pre-business and post-business strategy reports, as well as attending key meetings from time to time.
To be considered for this opportunity you must have at least 3-5 years’ experience working in an advisory support type role within the HNW wealth management area and Level 4 Diploma qualification. Defined benefit transfer experience is also essential.
The role is for someone with a can do attitude, strong interpersonal skills, has good attention to detail, a sense of humour and can work well within a small team.
The candidate will understand and appreciate the value of long term client relationships based on mutual trust and respect.
For the right candidate, support to achieve Chartered status is available.