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My client is an Independent, boutique Wealth Management firm who provide holistic advice to their long-standing UHNW clients. Due to growth, they are looking for an experienced Associate Paraplanner who is dynamic and progressive and looking for a Company that can support their progression in this industry. There is a very clear structured path to a more Senior Paraplanner role and then work towards the medium to long-term goal of becoming an Adviser with clients provided.
You will be supporting a Top Billing Adviser/Investment Manager, working 1 on 1 with them and supporting with preparation of client portfolio valuations, assisting with preparation of suitability reports, scheduling and preparing client meeting packs. Dealing with client queries and experience with various platforms such as Transact etc.
The ideal candidate must have experience working as an IFA Administrator/Junior Paraplanner and working towards your Level 4 diploma. This is a fantastic opportunity for an ambitious candidate who is looking for a progressive role in Wealth Management and my client will invest in your ongoing development.
The role is hybrid after probation and will offer full coaching and development towards supporting you achieving your career goals and inspirations.
Please send your CV to Ursula at Financial Divisions
