We are looking for someone to act as the technical right-hand person to the Lead Adviser within our clients Private Office supporting UHNW families, a few highlights:
- Award-winning, Chartered Financial Planning firm + B Corp Certified
- Tech-enabled
- Genuine technical ownership – you'll drive the research, cashflow modelling, technical planning and suitability reports, with the Lead Adviser providing oversight and final sign-off
- Exposure to complex pensions, tax, trusts, estate planning and cashflow modelling
- Hybrid working
- Full study support, clear career progression and a collaborative, values-led culture
- Competitive salary up to c.£75,000, discretionary bonus and benefits.
They're looking for someone who enjoys technical financial planning, wants exposure to complex UHNW work and is looking to continue developing their career within a high performing business.
Open to experienced career Paraplanners as well as those with aspirations to transition into financial advice within 2–3 years.
