Job Description
A leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all technical staff in attaining Diploma and Chartered status.
Package
* You will receive excellent salary (£30k- £45k) executive benefits and excellent internal prospects.
The company
* A regional Wealth Management firm in Wrexham
Role
* Undertaking reviews for clients
* Preparation of reports, both from standard paragraphs and free text
* Undertaking whole of the market research
* Working on a collaborative basis with the rest of the team
* Keeping up to date on market positions and global situations
* Using cash flow modelling and lifestyle planning as required
* Attending client meetings as required
The candidate
* Ideally CII Dip but not essential
* Experience of working with HNW and UHNW clients
* Writing reports and undertaking research.
Next steps
* Contact via email below for confidential discussion and review of opportunity and process