About The Opportunity
Our client are one of the largest privately owned wealth management organisations in the UK. You can expect to be working in a welcoming, friendly and hard-working team that firmly believes in rewarding hard work. The owner of the business is a leading influencer in his field, currently operating 3 billion under management right now. The sole focus is on empowering individuals and businesses to achieve their personal and financial goals through tailored solutions. The Business models it’s ethos on understanding the unique needs of successful clients from diverse backgrounds, and leveraging expertise in investment planning, tax optimization, and wealth structuring to help them thrive.
Our client is looking for a paraplanner to join their friendly, dynamic team to support the Business Owner and 2-3 other Wealth Managers. As the ideal candidate, you'll thrive in a fast-paced environment, providing technical support through meeting preparation and writing Suitability Letter reports that document the advice they give to their clients. You can expected a welcoming team who are committed to supporting your career progression and development in this role.