We are currently working with a leading national Wealth Management business to recruit a Senior/Technical Paraplanner to join the North West office in Crewe.
This Wealth Management business is very well respected and forms part of an International, highly recognised Financial Services organisation. This role will be working with one of the company's leading Adviser's, therefore experience within a similar role is a must. You should have experience dealing with Affluent and HNW clients, report writing, research, producing fact-finds and from time to time attending client meetings.
It is a very exciting time to be joining this company as the parent company are investing heavily in Financial Planning and see it as a key area of growth.
This role will be extremely sought after and therefore all applicants will have an in depth knowledge of the market and hold the Diploma in Financial Planning as a minimum. Ideally you will be Chartered or studying towards this with the CII.
You will be given opportunities to progress within the business as well as develop your Wealth Management knowledge & skills. An excellent package including a generous Bonus and Benefits will also be offered with this package.