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An instantly recognisable name in the Financial Planning sector is looking to recruit an additional paraplanner to join their team. Being part of a wider group, they have major financial support, and after acquiring another firm in the region, they are seeking someone to support the Adviser in the firm. They work with clients in the £100k to £1m range and are independent.
Package
* Excellent salary (£35k-£45k), executive benefits, and earnings.
The company
* A leading national practice.
Role
* Undertaking reviews for clients.
* Preparation of reports, both from standard paragraphs and free text.
* Conducting comprehensive market research.
* Collaborating 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 needed.
The candidate
* Experience working with HNW and UHNW clients.
* Proficiency in report writing and research.
Next steps
* Contact via email below for a confidential discussion and review of the opportunity and process.
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