We are thrilled to have partnered with a boutique Independent Financial Advice firm near Reading, who are actively looking for an experienced and Senior Paraplanner to join their dedicated ultra high-net-worth team. Our client has built themselves a brilliant reputation in the area and industry, and prides itself on providing exceptional levels of service to ultra high-net-worth clients, ensuring tailored financial solutions that meet their unique needs.
As a Senior Paraplanner, you will play a critical role in supporting financial advisors by preparing detailed suitability reports, conducting research, and managing client relationships. Your dedication to delivering top-notch service will be pivotal in helping clients achieve their financial goals.
What you'll be doing:
Provide outstanding service to UHNW clients, addressing their financial planning needs with precision and care.
Conduct in-depth research on various financial products and strategies to support financial advisers in making informed recommendations.
Attend client meetings with financial advisers, taking detailed notes and assisting in the development of action plans.
Ensure all client interactions and financial plans adhere to regulatory standards and company policies.
What you need to apply:
The ideal candidate will either be, or close to, Chartered status.
Minimum of 5 years of experience in paraplanning, preferably within a UHNW team.
Strong analytical and problem-solving skills.
Excellent written and verbal communication skills.
Proficiency in financial planning software and IO.
High level of attention to detail and accuracy
What's in it for you?
A basic salary around £55,000 dependent on experience and qualifications - can be negotiable for the right person.
Annual bonuses
Very generous home working, most of the team work remotely
Quarterly socials with the whole company and lots of social opportunities throughout the year - not just Xmas!
DIS
Employer pension contribution
Further exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Generous holiday plus bank holidays
What next?
Hit apply or contact Eloise directly!
eloise@enable-recruitment.co