Are you a skilled Paraplanner looking for a challenging and expansive role with the opportunity to increase your contact with clients? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and want to advance your career, apply today.
Due to continued success in delivering bespoke solutions to HNW clients, this Award Winning and expanding Wealth Management firm seeks a skilled Paraplanner and Client Manager to join their Private Client Division.
The role involves providing technical and client management services to HNW clients. The Division delivers fee based holistic wealth management services to HNW clients. Responsibilities will include conducting in depth research and producing bespoke client reports. You will ensure that the business pipeline is managed effectively and that existing clients are monitored and reviewed on a regular basis. You will lead the client management process to ensure that clients receive a first class and professional service
Applications are inviting from skilled Financial Services professional with experience of Paraplanning, gained within a fee based environment. You will be qualified to Diploma level and be progressing toward Chartered Status and have strong technical knowledge covering all areas of Financial Planning including Pensions, Investments, Tax and Protection products. You will be able to demonstrate good presentation, communication and IT skills and have a hard working and flexible attitude. In addition, you must be comfortable dealing with HNW Clients.
This role provides the opportunity to work within a dynamic, profitable and expanding business and to help shape the direction of its focused private client services. This role offers genuine career progress options including moving into an Advisory role.
Paraplanner, Paraplanning, Wealth Management, Financial Planning, Financial Advice, Trainee Financial Planner, IFA