Our client is a boutique Wealth Management business who are growing quickly and looking to open their 2nd office in the near future. This business provide financial advice to HNW private clients across the UK.
Their current requirement is for a Junior Paraplanner to join the business to provide support to a team of Senior Paraplanners and Chartered Financial Planners.
You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Junior Paraplanner you will work closely with a Senior Paraplanner who will provide on-going training and guidance, as well as this you will have a dedicated Administrator who will undertake your administrative tasks including scanning, filing etc.
Your main responsibility will be writing suitability reports for clients so previous experience of this is essential. You will also be asked to research suitable funds as well as maintaining close relationships with a book of clients. Whilst in training, you will be monitored by Senior members of staff and Management, although you will become more independent over time.
To be considered for this opportunity you should have previous experience within a Financial Planning business.. You MUST also have report writing experience. Candidates will have ideally started their CII exams and will be expected to continue to Diploma level as a minimum. You can expect excellent support both financially and with training to attain further CII exams. Full training will be provided and you will be looking to progress in to a full Paraplanner role in the near future.