Our client is a leading global financial services firm with a robust Private Wealth division in the UK. They are a chartered business renowned for delivering comprehensive financial advice in retirement planning, investments, protection, and tax planning. This business prides itself on providing a tailored service to clients across the UK.
The role
Our client is seeking a Paraplanner to join their thriving Private Wealth team. In this role, you will provide vital technical support to Financial Planners, playing an integral part in the advice process.
Key Responsibilities
* Prepare technical advice reports tailored to each client, ensuring a professional yet personalised approach.
* Utilise your initiative to find effective solutions for client needs through research and financial tools.
* Handle technical queries confidently, staying up to date with industry knowledge.
* Collaborate with Financial Planners and Administrators to deliver personalised advice solutions.
* Ensure all client and colleague interactions are conducted with respect, adhering to advice standards.
What our client offers
* Competitive salary of up to £50,000
* Good annual Bonus
* Hybrid working model (1 day in the office & 4 days remote)
* Comprehensive benefits package
To be considered you should have:
1. A mi...