I am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.
The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients.
Their proven track record in delivering bespoke, high-level wealth management services sets them apart as industry leaders.
Requirements: The ideal candidate will need to hold Chartered status and demonstrate proven expertise in both report writing and client management.
Experience working with high-net-worth and ultra-high-net-worth clients on complex technical cases is essential.
Benefits: This role offers an exceptional benefits package, a highly competitive salary of up to £60,000, and the flexibility of hybrid working arrangements.
This position also provides a clear path for career progression, whether towards an advisory role or a senior position within the paraplanning and support team.
If you're interested in this opportunity and would like further information, please send your CV to ******.
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