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A fantastic opportunity has arisen for a Paraplanner to be a part of our clients Integrated Wealth Management proposition. Financial Planning, Tax Planning and Investment Management are the three integral elements of their proposition.

Our client has 60 staff delivering their proposition to clients and managing approximately £500M of Funds under our management. They charge their clients on a fee basis to deliver an advisory service. They employ 9 Asset Managers (AM) and each client has a dedicated Asset Manager. Supporting the Asset Manager in delivering the proposition to their clients are the following:- Investment Team of 6 led by a Chief Investment Officer Tax Planning Team of qualified Tax Practitioners, an in-house Mortgage Adviser (average mortgage £1M) A team of Paraplanners and Researchers, In house Technical and Advisory support team.

The role is to support the Asset Manager to proactively manage client contact and expectations; providing client communication, research, administration support, activity tracking and all Annual Report, Lifestyle Plan and Roadmap documentation, ensuring that they add significant value to the client’s affairs. To be the point of contact within this company for its clients and to ensure that all enquiries are tracked efficiently through to completion regardless of which individual / department actually undertakes the work.