Our client, a distinguished UHNW Wealth Management business nestled in the heart of London, is on the lookout for an exceptional Senior Technical Paraplanner to join their team.
About our client:
Our client operates at the peak of the UHNW Wealth Management sector, with offices not only in London but also in Switzerland. Specialising in providing bespoke Wealth Management advice to clients in London and expatriates, they are a highly regarded firm, acknowledged for their excellence at the top end of the market and having won numerous industry awards.
Our client has recently started their search for a new Senior Technical Paraplanner. They seek an experienced individual ideally qualified to Chartered status or within one exam of achieving it. The successful candidate will play a pivotal role in navigating the complex landscape of wealth management, providing technical expertise, and ensuring unparalleled service delivery.
Key Responsibilities Include:
Serve as the primary source of technical professional support for the business, delivering accurate and timely output for adviser and marketing functions.
Sourcing of external provider solutions.
Input into the design of planning solutions and the subsequent drafting of the advice to clients.
Adhere to and meet internal Service Level Agreements (SLAs) for the delivery of advice from the Technical Team.
Interaction with clients:
Stay updated with industry news and trends.
Professionally address and acknowledge client queries promptly.
Why Our Client:
Hybrid & Flexible Work Policy: They understand the importance of work-life balance and offer a flexible working environment.
Career Growth Opportunities: Be part of one of London's leading boutique HNW advisory businesses, offering an exciting platform for progression and career development.
Competitive Salary: Starting from £60,000
Flexible & Hybrid Work Policy: Tailored to suit you
Annual Bonus: Recognising and rewarding your dedication
Comprehensive Benefits: Enjoy generous holiday allowances, pension contributions, healthcare coverage, cycle-to-work schemes, season tickets, and more
- Financial Services
- Financial Planning