We are currently working with a National Wealth & Investment Management organisation to recruit an experienced Senior Paraplanner. Their requirement is for an experienced & professional Paraplanner to join one of their most successful teams. The team solely deal with HNW & UHNW clients, as a result they are looking for a Paraplanner who has experience dealing with this level of client.
You will provide full technical support to one of the companies Partners, you will regularly deal with clients and will be a first point of contact for queries/questions.
You will have a full administration team working with you who will provide you with support, this will allow you to focus on more technical tasks and ensuring clients receive the highest level of service.
The client is ideally looking for a Chartered individual, however they will also consider very strong Paraplanners that hold the Diploma in Financial Planning. Within this role/team you will be provided with a very high level of support/training and there will be excellent opportunities to progress into Advisory or Management.
This is a fantastic opportunity to join a market leading organisation where you will work with top fee earners & long standing clients. They are offering an above market rate salary plus bonuses and excellent company benefits.
The client offers flexible working with a split between the Bracknell office & home.