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. The role is fully hybrid and offers 2 days in the office and 3 days WFH.
Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients. You must be able technically competent across various products such as pensions, investments, IHT, Estate planning.
You will work in a highly collaborative environment where your recommendations and experience will be highly respected and be confident at building relationships internally and externally.
If you are looking for an opportunity that can help you grow your technical skills and knowledge, want to be part of a highly reputable business that offer hybrid working, and excellent benefits then please do get in touch.
If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Ursula at Financial Divisions