Overview
A truly unique Paraplanning position has arisen in the heart of the financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth.
Responsibilities
* Act heavily involved in the full financial planning process with HNW/UHNW clients.
* Attend meetings, write very complex reports, undertake extensive analysis following reviews and act as next in line when the adviser is not present.
* Demonstrate confidence and act well under pressure to exceed client expectations.
Qualifications
* Minimum diploma status, or currently working towards chartered status.
* Experience within the wealth management arena undertaking a similar position, whether it be IFA or another investment manager.
* Experience with HNW preferred, with client contact exposure ideally by attending meetings or aptitude to take to this quickly.
Benefits
* Exceptional salary and benefits package available.
* Chance to join this business with an enviable reputation in the market, limitless opportunities internally if desired.
#J-18808-Ljbffr