HNW Technical Paraplanner, Hertfordshire. Up to £75,000 plus benefits and bonus.
My client provides Wealth Advice to HNW/UHNW Individuals, Families and Business Owners.
They are looking for a technical and detail-orientated Paraplanner (preferably Chartered or close to) to support 1 of their Wealth Managers with their complex, high profile clients.
This role can progress in to Advising if that is something of interest or remain within a technical role.
The role:
- Working closely with a Wealth Manager to provide tailored advice to HNW/UHNW clients across investments, tax planning, estate planning, etc.
- Attend client meetings typically around Hertfordshire and London, fostering strong and trusted relationships.
- Design and implement comprehensive wealth planning strategies, catering to clients with varying levels of complexity.
- Keep up to date with regulatory developments, ensuring that client's financial plans remain effective and aligned with their long-term goals.
To apply:
- You must have a strong understanding of wealth & estate planning, as well as dealing with HNW and UHNW clients.
- Solid technical and practical knowledge of financial planning and complex investment strategies.
- Financial Planning Diploma qualified. (Chartered status a distinct advantage)
For further information on this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.