Salary £40,000 - £50,000 + including pension, DIS, PHI, PMI and discretionary bonus.
My client is a long-established independent investment management company dedicated to the maintenance and preservation of the asset base and wealth of its clients.
While the company’s clients include corporations and authorised intermediaries, the majority is private clients where they focus on their financial planning and wealth management needs. The company is looking for an experienced paraplanner to provide research and report writing support.
They are ideally looking for someone with working knowledge of Intelligent Office, or the tech savvy to learn quickly. Some experience with cash flow modelling is ideal, but not essential as it can be learned quickly. Good technical knowledge around pensions, retirement income strategies and IHT is very important.
Ideally this will be predominantly office based but more likely to be flexible working and, of course for the time being home based anyway.
You will be expected to attain and maintain a good level of technical and industry knowledge and also attend client meetings. You will prepare recommendations and write financial planning reports to ensure consistent client outcomes / experience.
You should have a good solid background as a paraplanner and be diploma qualified and ideally (although not essential) have passed AF3. You must have the ability to work with UHNW wealthy clients.