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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
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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Paraplanner • Newcastle upon Tyne, England, United Kingdom