Senior Paraplanner - Wallace Bates Limited : Job Details

Our client is the wealth management division of a large financial services business that has offices throughout the UK. They focus on providing holistic independent financial advice to HNW private individuals who are typically referred from within the business.

Following a recent restructure they are looking for Senior Paraplanner to join their IFA support team.

Amongst other duties, you will be required to conduct research, complete reports and cash flow forecasting. You will support the development of client relationships by attending client meetings when required and becoming a first point of contact for their clients. You will Regularly participate in team meetings establishing strong relationships with advisers and the administration team.

It is essential that you have experience in a paraplanning or technical role within an IFA or financial advice firm. You must have experience of third party research projects including platforms and fund research. You will need to be Diploma qualified and ideally chartered status or progressing towards this.

The position offer’s excellent Benefits package along with Hybrid flexible working and support for further professional exams.