This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm.
This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct detailed research and produce reports in line with the agreed areas of advice. You will be involved in client management and the advice process and you will receive first class training and support to develop your skills and expertise in order to move into a full time advisory role.
The successful applicant will be a skilled Paraplanner who has in depth knowledge of Financial Services solutions including Pension, Investment and Tax planning. You will have experience of Drawdowns and Transfers and an understanding of investment strategies for generating income in retirement and for safeguarding assets for future generations. You must be able to conduct research and write reports, speak to clients and providers as well as having a proactive attitude to your work. In addition, you must be comfortable dealing with HNW Clients.
This role provides the opportunity to work within a dynamic, profitable and expanding business and to help shape the direction of its focused private client services.
Paraplanner, Paraplanning, Wealth Management, Financial Planning, Financial Advice, Trainee Financial Planner, IFA
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