A unique, boutique advisory practice based near Luton currently have a requirement for a top end Paraplanner to join their established team. My client provides in depth financial planning and investment management advice to an established book of HNW clients.
They are unique in the sense that they actually place trades for this clients (along they don't expect candidate to have any previous experience of doing this………..training will be given in this area). They also have an in-house investment committee of 4 people and investment reviews using model portfolios etc.
This will be a responsible role and will involve a very high level of client interaction. The MD is looking to grow the business quite substantially over the next 12 months or so and there is the potential for the candidate to move into an Advisory role in the future but it could also suit a career Paraplanner.
An excellent opportunity to join a unique. Exciting organisation that can provide exposure to the high end of the market and potentially offer an equity stake in the business.