My client is a well-established and highly successful Wealth Management firm with an outstanding reputation in the Wealth Management industry. They are looking to continue to grow and develop their existing team and require a diploma qualified client facing Assistant Financial Planner to support a well-established team of Advisers. You will be part of a high-performing team, who are sociable and collaborative. The role is fully hybrid and offers 3 days in the office and 2 days WFH.
Supporting Top Billing Advisers, your key responsibilities will include attending client meetings, bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market, cashflow modelling and preparation of annual reviews with clients. You must be technically competent across various products such as pensions, investments, IHT, Estate planning.
My client is looking for a qualified Paraplanner with a minimum of 2 + years’ experience as a Paraplanner and someone who is looking to build on their technical skills and knowledge and enjoys being in a client facing and fast - paced role. My client is fully invested in employees’ personal and professional development and progression.
If you are looking for an opportunity that can support your career development, want to be part of a highly reputable business that offer hybrid working, and excellent benefits then please do get in touch.
If you would like to be considered for this exceptional opportunity then please do not hesitate to send your CV across to Ursula at Financial Divisons