Paraplanner - HNW Private Clients
- Recruiter
- Alliance Pictor Ltd
- Location
- Chester, Cheshire
- Salary
- £30,000 per annum
- Posted
- 24 Apr 2019
- Closes
- 30 Apr 2019
- Ref
- 1130571574
- Job role
- Accountant
- Sector
- Accounting - Public practice
Our client is a leading wealth management firm and a part of one of the UK's leading advice networks. They are dedicated to meeting the needs of affluent and high net worth clients in the UK and selected offshore markets, providing advice-led investment solutions and investment platforms. With c £100 billion in customer investments under management.
They now have a vacancy for an experienced paraplanner to join their successful and happy team who can demonstrate the following:
In return, there is a competitive salary on offer between £30,000 - £35,000 + c 20% annual bonus. In addition, there is a market leading flexible benefits package together with an excellent pension scheme. This employer recognises the need for a good work life balance and they allow for flexible working and once established there will be the opportunity to work from home.
The culture whilst highly professional also encourages regular social events paid by the company and additional incentives making this a great place to work. Together with modern offices and plenty of parking. If you are looking for career progression with the chance to work with HNW private clients in a fun and supportive environment then please do apply.
They now have a vacancy for an experienced paraplanner to join their successful and happy team who can demonstrate the following:
- Good knowledge of systems and processes to ideally to include: Quay, Avelo and Defaqto, wrap platforms and other systems.
- In-depth knowledge of investment products and services
- Proven report writing and first class presentation skills.
- Diploma qualified or at least working towards qualification.
In return, there is a competitive salary on offer between £30,000 - £35,000 + c 20% annual bonus. In addition, there is a market leading flexible benefits package together with an excellent pension scheme. This employer recognises the need for a good work life balance and they allow for flexible working and once established there will be the opportunity to work from home.
The culture whilst highly professional also encourages regular social events paid by the company and additional incentives making this a great place to work. Together with modern offices and plenty of parking. If you are looking for career progression with the chance to work with HNW private clients in a fun and supportive environment then please do apply.