Paraplanner

6 days ago Be among the first 25 applicants

This range is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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An opportunity has arisen for a paraplanner to join the Wealth arm of a leading professional practice. With a prestigious financial planning team, you will be working with the Advice team and the family and tax and trusts team in the main to ensure clients are given first class service and to complete full research and reports as required. Clients are mainly in the HNW and UHNW space so exposure to more complex matters, such as CGT and IHT and trusts would be preferrable but not essential.

About the 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.
• Ideally CII Dip or close to.
• Experience of all major software packages and range of platforms / providers.
• Undertaking whole of the market research as required.
• Working with clients primarily on a fee basis or retainer depending on requirements.

Qualifications

Apply with a CV to below email for confidential discussion and review of opportunity and process

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Finance

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