Paraplanner

A leading regional Wealth Management practice in Wrexham are looking to recruit a paraplanner to their technical team. With around 50 employees in total, they are a true success story in the region and one of the leading firms nationally in the group they are part of. Working on a work flow basis with the Advisers and Directors, they fully support all technical staff in attaining Diploma and Chartered status. Package You will receive excellent salary (£30k- £45k) executive benefits and excellent internal prospects. The company A regional Wealth Management firm in Wrexham Role Undertaking reviews for clients Preparation of reports, both from standard paragraphs and free text Undertaking whole of the market research Working on a collaborative basis with the rest of the team Keeping up to date on market positions and global situations Using cash flow modelling and lifestyle planning as required Attending client meetings as required The candidate Ideally CII Dip but not essential Experience of working with HNW and UHNW clients Writing reports and undertaking research. Next steps Contact via email below for confidential discussion and review of opportunity and process

Location: Wrexham, GB

Posted Date: 1/13/2025