Paraplanner - Investments Research

This boutique wealth management firm based in the Thames Valley are looking to expand the Wealth Management side of the business. They are currently seeking a competent paraplanner with a bias towards Investments.

You will see yourself responsible for the preparation for client meetings in conjunction with administrators including valuation, pre meeting notes and research. It will also be your responsibility to draft client reports, deal with immediate client requirements, attend meetings with key clients. A major part of this role will be heavily involved in Investment Research. Exposure of dealing with HNW an UHNW private clients required.

Successful applicants will hold the Certificate in Financial Planning as mandatory (FPC), ideally hold IMC. You will have a good understanding of investments and financial planning and in turn experience in compiling detailed reports within a Paraplanning role. Reward compromises of a competitive salary and benefits .