Role

Nigel James Associates have been assigned by a leading wealth management company to secure an experienced part-time Paraplanner to work closely with two senior Financial Planners working with HNW/UHNW clients. You will be required to work four days a week, with one to two days spent in the office, depending on client meetings.

Requirements

You will be an experienced technical Paraplanner that is used to dealing with HNW and complex cases.

Key responsibilities will include Bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, and preparation of annual reviews with clients. You must be technically competent across various products such as pensions, investments, IHT, Estate planning. You will need to be a minimum of Level 4 qualified and ideally Chartered or working towards.

Why join?

This is an opportunity to join a growing and highly reputable wealth management company that are leaders within the industry. For the right person they would look to offer an attractive and competitive basic salary, corporate benefits and bonuses based on individual and company performances. The business offers a warm, family-like atmosphere while maintaining a professional and grounded approach. It is highly focused on providing a client-centric experience.

What next?

If you have the relevant skills and experience, and this role is of interest, please do apply. Alternatively, do not hesitate to contact us for further information.