A regional Wealth Manager in Chester is 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 with HNW clients (£250k plus).
Package
* You will receive an 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 collaboratively 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 a confidential discussion and review of opportunity and process.
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Finance
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