Technical Paraplanner - To £50k

Recruiter
BWD Search & Selection
Location
Harrogate
Salary
35000.0000
Posted
17 Apr 2017
Closes
16 May 2017
Contract Type
Permanent
Hours
Full Time
An exciting opportunity has developed to join a highly successful boutique wealth management consultancy as a senior hire to the business, as key member of the team you will hold a strong influence in helping to run and grow the business.

This very unique opportunity will offer huge variety to your working day in a role that will require a wide reaching skill set, duties will include:

  • Supporting the companies director in high level technical cases
  • The joint attending of ‘Top Tier’ Client Meetings
  • Managing some stakeholder relationships with third parties
  • Technical review of historical client to identify new business opportunities
  • Overseeing of a small administration and paraplanning team
  • Paraplanning for complex cases for UHNW Clients
  • Acting as the ‘go to’ person within the business

Given the firm work with a high number of HNW Client’s it is also key that the successful hire with experience in the areas of Trust & Estate Planning, Tax & Investments and complex Pensions.

Understanding the importance of this role within the business our client are able to offer a basic salary up to c£50k with additional fringe benefits and pension.

Applications will be considered for senior paraplanners, well qualified technical support members and well qualified advisors who are perhaps looking for a slight change in direction.