A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)
Package
~ You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects.
The company
~ A regional Wealth Management firm in Chester.
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
Working with external DFMs as required
Attending client meetings as required
The candidate
Diploma Level 4 as a minimum, ideally working towards Chartered
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