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This boutique asset management firm based in Buckinghamshire are looking to expand the business and are currently seeking a Paraplanner to manage a portfolio of clients handed over to the MD. You will be responsible for managing the relationships with these clients who tend to have investable assets of up to £200,000. Additionally, you will prepare suitability reports for the MD's senior clients, help conduct annual reviews and deal with any other additional enquiries.
Successful applicants will hold significant previous Paraplanning experience and will be ideally DipPFS qualified. In addition, as this role will involve client interaction and financial advice, you will be keen to step up into this role. You will have an excellent understanding of financial planning and in turn experience in compiling detailed reports within a Paraplanning role. Reward compromises of up to £40,000 basic salary, plus an exceptional benefits package. This role has been placed exclusively with JWS Resources so all new applicants are welcome.