Our client is a true wealth management firm with the majority of their business being investment led, and involving financial planning across the full spectrum of financial advice. They provide a thorough holistic financial planning service to their HNW portfolio of clients.
They are based in Cambridgeshire. As a result of the firm wishing to bolster their client proposition and the offering to their clients, a position has now arisen for an experienced paraplanner to join the team. You will be supporting a team of Chartered Wealth Management Consultants and work with a team of Paraplanners and Administrators.
The role will involve research and preparation for client meetings, preparing client reports and suitability letters, handling client queries and assisting the Investment team with the creation/evolution of client portfolios.
Preference will be given to those candidates who have completed their Diploma in Financial Planning and who have the desire to progress/or are progressing towards the Advanced Diploma qualification. You must have strong technical knowledge across all products and those who have experience working with SIPP's, EIS, VCT's etc will have an advantage.
Salary is negotiable depending on experience and qualifications. Package also includes 3% Pension, DIS, Health cash plan and full study support.