Our client is a high quality, family-owned business and appointed representative of a leading wealth management business with an excellent reputation and plenty of top notch training and support available.
They are looking for an outstanding Chartered (or close to) Paraplanner to work closely with their growing team of Chartered of Wealth Managers and Financial Advisers to prepare recommendations and produce suitability reports in keeping with both company and FCA regulations.
There will also be an opportunity to assist with research for the Investment Management team.
They are offering a salary of up to £70,000 per annum plus benefits plus parking.
For more information, please contact mike@wealthresourcing.com or call on 07921 466779
Our client, a global investment manager with an exceptional reputation in the marketplace, are looking for Paraplanners to join their hugely respected team.
The Paraplanning team takes responsibility for preparing detailed financial planning strategies in line with each clients individual objectives.
The highest compliance standards are critical and being able to provide context to clients in relation to their advice journey is essential. The paraplanners work frees up the Financial Planner’s time to focus attention on client-facing duties, so it’s a vital part of the customers financial advice journey.
You will have analytical skills to assess documentation standards in line with the regulatory requirements. You will be responsible for compiling the research and suitability in private wealth focused areas across investments and pensions, drafting a client-centric financial planning report to summarise the advice.
You might be part qualified and considering a career in this sector, or fully qualified and keen to join a business which actively progresses and supports you as your career grows.
Hybrid working is available across sites including Huddersfield, Edinburgh and Stirling, with a competitive package on offer too.
This is a great opportunity for a qualified/ part qualified Paraplanner to progress their career within a dynamic and quality focused team with an exceptional reputation in the market
Salary to £40,000 (dependent on experience and qualification).
For more information, please contact mike@wealthresourcing.com or call on 07921 466779