Role
Nigel James Associates have been assigned by a leading wealth management company to secure an experienced Paraplanner to join their London team. This role will be working closely as part of a hub supporting 2-3 Financial Planners with their HNW/UHNW clients.
Requirements
You will have at least 3 years experience as a Paraplanner and be used to dealing with HNW clients on a variety of financial planning cases. Key responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, and preparation of annual reviews with clients. You must be technically competent across various products such as pensions, investments, IHT and estate planning. You will need to be a minimum of Level 4 qualified and ideally Chartered or working towards.
Why join?
This is an opportunity to join a growing and highly reputable wealth management company that are leaders within the industry. For the right person they would look to offer an attractive and competitive basic salary, corporate benefits and bonuses based on individual and company performances. The business offers a warm, family-like atmosphere while maintaining a professional and grounded approach. It is highly focused on providing a client-centric experience. There is plenty of opportunity to grow within the role and to enhance your technical ability.
What next?
If you have the relevant skills and experience, and this role is of interest, please do apply. Alternatively, please contact us for further information.