Paraplanner

Paraplanner

Based Gloucester outskirts (north of Gloucester)

Salary £38,000 - £45,000 depending upon experienceAre you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role working with ultra high net worth clients?

Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients?

Do you feel that you are not using your technical skills as much as you should be?

Would you like to work in a truly collaborative environment where you are part of the whole process - including full research, bespoke reports and cash flow modelling?

If so, we can helpCompany/Role Information

• Our client is a boutique wealth planning practice established over 30 years ago
• Our Client is currently entering an exciting phase of growth and investment within the team
• You will be working directly with the Director of the business on a 1-1 basis
• This role is all about collaborating with the Director on each client's financial plan - they are looking for someone who loves to be involved in the technical side
• Salary is flexible depending upon experience - if you are Chartered then the salary may be higher than added here.
• Hybrid working - 2-3 days in the office.
• 25 x days holiday plus BH

So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail