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.
PackageYou will receive excellent salary (£30k- £45k) executive benefits and excellent internal prospects.The companyA regional Wealth Management firm in WrexhamRoleUndertaking reviews for clientsPreparation of reports, both from standard paragraphs and free textUndertaking whole of the market researchWorking on a collaborative basis with the rest of the teamKeeping up to date on market positions and global situationsUsing cash flow modelling and lifestyle planning as requiredAttending client meetings as requiredThe candidateIdeally CII Dip but not essential Experience of working with HNW and UHNW clientsWriting reports and undertaking research.Next stepsContact via email below for confidential discussion and review of opportunity and process