A leading regional Chartered Financial Planning practice are looking to expand their team in Wilmslow. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this level. Note you will not be advising clients per se but giving detailed technical support, with a view to moving towards Advice in the future.
Aboutthe Role
Working with clients in the HNW and UHNW space, providing full support to your Adviser. Providing full technical support. Undertaking research and production of reports. Dealing with client queries as required. Attending team meetings as required, in face or remote. Other duties as required.
Responsibilities- Experienced in paraplanning and technical support.
- CII Dip, ideally working towards Chartered
- Experience of all major software packages and range of platforms/providers.
Apply with a CV to below email for confidential discussion and review of opportunity and process
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