A national Wealth Management firm are on the lookout for a diploma qualified Paraplanner to join their busy team.

Reporting to either the Chester or Newcastle based offices, the role will be a home-base contract, with an expectation of being available to visit the offices up to twice per month, and so the successful candidate needs to be commutable to one of the offices.

Working directly with 1 Financial Planner and 1 Administrator, responsibilities include;

• Prepare draft recommendation reports to be discussed and signed off by the Advisor
• Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Advisor.
• Request and review all necessary information and undertake financial analysis to produce financial reports.
• Undertake research to identify suitable solutions to meet the client's needs.

The role will offer exposure to HNW value clients and also demonstrates a pathway to progress in to an Advisor role, should that be your career aspiration.

Support for further qualifications are also available.

The successful candidate

• Level 4 diploma qualified
• Recent and relevant experience within a Paraplanning capacity
• A self-starter and strong communicator

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