A long established, successful Wealth Management firm in York are looking for a paraplanner to join their team. The practice have recently purchased a local firm in the region and as such are looking to add technical expertise to grow their existing team. With a focus on HNW and UHNW clients, you will have experience of major systems such as Intelliflow, Dynamic Planner etc.. but training will be provided as required.
Package
- Excellent salary, study support, defined career path, excellent benefits and pension,
The company
- A leading Wealth Management practice who are acquiring retiring client portfolios.
The Role
- Working with an Adviser whose firm has been acquired by the practice and providing them with technical support.
- Providing full paraplanning support.
- Undertaking research and production of reports
- Dealing with client queries as required
- Attending team meetings as required, in face or remote.
- Other duties as required.
The candidate
- Experienced in paraplanning and technical support.
- Ideally CII Dip or close to.
- Experience of all major software packages and range of platforms/providers.
Next steps
- Apply with a CV to below email for confidential discussion and review of opportunity and process