This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals. Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £100m+, and who appreciate the close relationship offered by this IFA practice. As a paraplanner, your work would consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting. Advice will cover pensions, investments, tax planning, IHT, mortgages and some protections to clients across the London and home counties region. They also offer advice on Wills, Trusts and Estate planning to help with inter-generational planning.
This company has an ethos of working closely with a small number of very wealthy clients, meaning the working environment is relaxed, professional and able to commit time and resources to effective, detailed and dynamic wealth management solutions, as well as nurturing meaningful client relationships over time. You will gain exposure to complex and unique financial planning solutions, growing your knowledge and developing your client facing skills as you work towards a long term goal of...