Job description
The Family Office division of a high profile Wealth Management firm are looking to appoint a Senior Paraplanner to their team. Working closely with a Partner who advises the firms' largest clients, you will provide research and report writing support, as well as attending client meetings with new and existing clients, presenting cash flow models, and acting as a secondary point of contact for clients. The role would suit an experienced Paraplanner, either at or close to CII Chartered status, with strong interpersonal skills and experience of complex wealth planning solutions for HNW/UHNW clients.
Address
Form of work
South East
