A leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all technical staff in attaining Diploma and Chartered status.
Package
*You will receive excellent salary (£30k- £45k) executive benefits and excellent internal prospects.
The company
*A regional Wealth Management firm in Wrexham
Role
*Undertaking reviews for clients
*Preparation of reports, both from standard paragraphs and free text
*Undertaking whole of the market research
*Working on a collaborative basis with the rest of the team
*Keeping up to date on market positions and global situations
*Using cash flow modelling and lifestyle planning as required
*Attending client meetings as required
The candidate
*Ideally CII Dip but not essential
*Experience of working with HNW and UHNW clients
*Writing reports and undertaking research.