Paraplanner - Top tier Wealth Manager

  • Location

    Cardiff, Wales

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £32000 - £38000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2600_1601469021

  • Published:

    22 days ago

  • Expiry date:

    2020-10-30

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

Due to continued growth one of the UKs top tier Wealth Planning organisations currently has the exciting opportunity for an experienced Paraplanner to join them. This role will give the successful individual the opportunity to work alongside highly successful Financial Planners who provide advice to long established HNW & UHNW private clients. Working within this prestigious company, the duties of the successful Paraplanner will include research, report writing, client contact (attending meetings), maintaining compliant records and assisting in business development. You must have previous relevant experience as a Paraplanner working within a HNW environment and be comfortable dealing with clients at that level. You will have attained DipPFS as a minimum. This is a fast paced, vibrant working environment and my client is looking for confident ambitious individuals to help drive their business forward. My client is willing to pay a competitive basic salary + bonuses and an excellent benefits package.