Diploma Qualified Paraplanner, Amersham, Buckinghamshire, Up to £50,000 Basic Salary
Up to £50,000 Basic Salary + Bonus + Comprehensive BenefitsPredominantly Remote Working Investment Committee Exposure Growing Wealth Management FirmAn outstanding opportunity has arisen for an experienced Diploma-qualified Paraplanner to join a highly regarded and expanding financial planning firm based near Amersham.This successful wealth management business has built an excellent reputation for delivering high-quality, client-focused financial planning advice and is continuing to grow through referrals, strong client retention and a commitment to technical excellence.Offering predominantly remote working, this role would suit an experienced Paraplanner seeking greater flexibility while remaining actively involved in complex financial planning work and contributing to the wider success of the business.The OpportunityWorking closely with Financial Planners and clients, you will provide technical expertise and support throughout the advice process while playing an important role in delivering exceptional client outcomes.This is a highly varied position offering exposure to client meetings, technical research, cashflow modelling and strategic business initiatives, including participation in the firm''s Investment Committee.Your responsibilities will include:• Attending client meetings alongside Financial Planners to provide technical support • Assisting in the preparation and delivery of client meetings • Gathering and analysing client financial information • Producing ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!