Our client, who are one the UK's largest and most prestigious Investment Managers with over £30bn funds under management, are currently seeking an experienced Paraplanner to work in their Nottingham office.
In this role you will work closely with the firms Financial Planners in providing true holistic wealth management solutions to HNW and UHNW clients. In addition to attending client meetings you will be responsible for researching and preparing sophisticated client reports and assist in the monitoring of the administration unit.
This is an excellent role for anyone wanting to work in an environment where continual technical and career progression can be achieved.
The successful candidate must have strong tax, trusts and pensions knowledge, have paraplanning experience and ideally be level 4 Diploma qualified and working towards Chartered status.
Basic salary £35,000 to £45,000 and benefits