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You sell the paint that turns someone into an artist.You provide the book that unleashes an inner author.You supply the games that help bring families together.You give someone the puzzle book that reconnects themwith a late family member's memory.
As a paraplanner, your work would consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £100m, and who appreciate the close relationship offered by this IFA practice.
This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals.
My client is a well-established and highly successful IFA with an outstanding reputation in the Wealth Management industry.
They are looking to continue to grow and develop their existing Paraplanning team and require a diploma qualified, experienced paraplanner to join their dynamic team.
You will work as part of a team, and it's a truly exciting opportunity for a diploma qualified candidate.
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
£39,000 - £45,000 DOE Progression Opportunities Hybrid Flexible Hours 25 Days Holiday Health and Life Assurance
Are you a project engineer or similar from a metallurgical background, with experience in life assessments and failure analysis, looking to step up into a senior role where you'll be responsible for entire projects from consulting with clients through to supervising the inspection team?