Our client, an innovative and award winning Wealth Management firm, is keen to recruit a skilled Paraplanner who is looking for the opportunity to use their skills and expertise whilst developing into an Advisory role within a defined timescale.
You will join the Wealth Management team who provide bespoke solutions to High Net Worth Clients. You will deliver holistic Paraplanning support to the Managing Director, producing detailed research and analysis to ensure that the advice delivered meets the highest standards. Your work will incorporate Pensions, Tax and Investments (including Bonds, Equities, Fixed Income and Managed Funds). You will have extensive client contact and act as a key technical resource within the team.
As the company a growing client base and plans to expand the team, you will also become involved in serving the clients on an ongoing basis with the aim to develop your skills in order to become an advisor.
Applications are invited from accomplished Paraplanners who are keen to become an Advisor. You must be Diploma qualified and have outstanding technical, communication and interpersonal skills. You should have in depth product knowledge of the areas of advice listed above and be keen to complete further qualifications to achieve Chartered Status.
In return, you receive a competitive package and career development opportunities designed to reward and retain outstanding performers This is an unrivalled opportunity to develop into an advisory role within a respected firm
Paraplanner, IFA, Wealth Management, Advice, Pensions, Investments, Tax, IHT