HNW Technical Paraplanner

HNW Technical Paraplanner, Hertfordshire. Up to £75,000 plus benefits and bonus. My client provides Wealth Advice to HNW/UHNW Individuals, Families and Business Owners. They are looking for a technical and detail-orientated Paraplanner (preferably Chartered or close to) to support 1 of their Wealth Managers with their complex, high profile clients. This role can progress in to Advising if that is something of interest or remain within a technical role.

The role:

• Working closely with a Wealth Manager to provide tailored advice to HNW/UHNW clients across investments, tax planning, estate planning, etc.
• Attend client meetings typically around Hertfordshire and London, fostering strong and trusted relationships.
• Design and implement comprehensive wealth planning strategies, catering to clients with varying levels of complexity.
• Keep up to date with regulatory developments, ensuring that client's financial plans remain effective and aligned with their long-term goals.

To apply:

• You must have a strong understanding of wealth & estate planning, as well as dealing with HNW and UHNW clients.
• Solid technical and practical knowledge of financial planning and complex investment strategies.
• Financial Planning Diploma qualified. (Chartered status a distinct advantage)

For further information on this and many other great opportunities within Financial Services, please contact Andrew Stark at Synchronicity Wealth.