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Form of work
SalaryMy client is a dynamic and trusted leader in wealth management who due to continued growth, are looking for a diploma qualified, experienced Associate paraplanner support to join their dynamic team. You will work alongside a top billing Adviser to support them in providing an outstanding service to their clients. You will attend client meetings with the Adviser and it’s a truly exciting opportunity for a diploma qualified candidate who enjoys sitting in on the meetings and building relationships. You must be able technically competent across various products such as pensions, investments, IHT, Estate planning.
Other 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, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients.
If you are looking for an opportunity that can help you grow your technical skills and knowledge, be part of a highly reputable business that offer hybrid working, and excellent benefits then please do get in touch.
If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Ursula at Financial Divisions
