My client that has a solid industry reputation, a well-established Wealth Management Practice, has a great new Paraplanner opportunity. Their plan is to continue to develop the company organically. They are seeking a competent Paraplanner to become a member of their amiable and professional team.

They are seeking a seasoned Paraplanner with the goal of becoming an Adviser in the future ( 3 to 4 years or more). For these ties to become ingrained, you will be assisting Advisers with suitability reports for HNW and UHNW clients, going to client meetings, and getting to know the clients. This Paraplanner position will be essential in helping the Advisers create appropriateness reports for investments, estate planning, pensions, and IHT. It's a very practical role that requires preparation.

You will be creating annual reviews, providing cash flow modelling, research, and suggestions in this highly hands-on work. Being a client facing Paraplanner requires you to be articulate and self-assured, which is why you need to attend client meetings. A Level 4 Diploma holder who wants to go towards chartered status will make the ideal applicant. This prestigious Wealth Management firm takes great satisfaction in their ethical and comprehensive work with clients. Ideally, you will like working as a team and contributing to their expansion in the future.

If you are looking for a new opportunity, please email SamNegbenebor.