Senior Paraplanner
£38,000 to £48,000 plus benefits and exam support
Paraplanner required by this large regional wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning and investments with the firm a Chartered practice that has always been focused on best client advice.
Working with some HNW clients regarding often complex advice your duties will include –
- portfolio analysis
- research work
- formulation of advice
- report writing
- high degree of client contact
- liaison with Financial Planner and Support staff
Applicants will hopefully be experienced Paraplanners with Level 4 exams (or near). The firm has a track record of promoting Paraplanners to Financial Planners if that is your future direction.
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