Paraplanner

Paraplanner

£32,000 to £38,000 plus benefits and bonus

Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM.

Responsibilities

• technical support
• assist with compilation of advice
• report writing
• client communications
• some attendance at initial and review meetings
• compliance
• liaison with internal team

Qualifications

You will be an experienced Paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment.