An opportunity has arisen for a paraplanner to join the Wealth arm of a leading professional practice. With a prestigious financial planning team, you will be working with the Advice team and the family and tax and trusts team in the main to ensure clients are given first class service and to complete full research and reports as required. Clients are mainly in the HNW and UHNW space so exposure to more complex matters, such as CGT and IHT and trusts would be preferrable but not essential.
About the Role
Working with clients in the HNW and UHNW space, providing full support to your Adviser. Providing full technical support. Undertaking research and production of reports. Dealing with client queries as required. Attending team meetings as required, in face or remote. Other duties as required.
Responsibilities
Experienced in paraplanning and technical support.
Ideally CII Dip or close to.
Experience of all major software packages and range of platforms/providers.
Attending client meetings.
Undertaking whole of the market research as required.
Working with clients primarily on a fee basis or retainer depending on requirements.
Qualifications
Apply with a CV to below email for confidential discussion and review of opportunity and process