Technical Paraplanner - To ...

Technical Paraplanner - To £50k

Job Title: Technical Paraplanner - To £50k
Contract Type: Permanent
Location: Leeds
Salary: £35000 - £50000 per annum, Benefits: Bens + Pension
Start Date: 2017-01-10
Reference: TSD04
Contact Name: Gary Raine
Contact Email:
Job Published: May 17, 2017 11:00

Job Description

An exciting opportunity has developed to join a highly successful boutique wealth management consultancy as a senior hire to the business, as key member of the team you will hold a strong influence in helping to run and grow the business as they embark on a period of expansion

This very unique opportunity will offer huge variety to your working day in a role that will require a wide reaching skill set, duties will include:
  • Supporting the companies director in high level technical cases
  • The joint attending of ‘Top Tier’ Client Meetings
  • Managing some stakeholder relationships with third parties
  • Technical review of historical client to identify new business opportunities
  • Overseeing of a small administration and paraplanning team
  • Paraplanning for complex cases for UHNW Clients
  • Acting as the ‘go to’ person within the business
Given the firm work with a high number of HNW Client’s it is also key that the successful hire with experience in the areas of Trust & Estate Planning, Tax & Investments and complex Pensions.

Understanding the importance of this role within the business our client are able to offer a basic salary up to c45k with additional fringe benefits and pension.

Applications will be considered for senior paraplanners, well qualified technical support members and well qualified advisors who are perhaps looking for a slight change in direction.