Technical Assistant / Paraplanner

This Technical Assistant/Paraplanning role requires experience of (and confidence in) dealing in high net worth (HNW) market. Attention to detail, ability to work unsupervised, under pressure and to tight deadlines are all essential. The job will entail research, meeting preparation, asset allocation & rebalancing, report writing and attending client meetings with the Advisor.
Our client is dedicated to promoting the technical development of all its staff, and strongly encourage a high standard of technical knowledge and maintain a program of ongoing study for all our employees and have instigated a formal bonus policy for exam passes.

The ideal applicant will need to have the ability to build a strong proactive working relationship with the advisor and clients with whom they will deal. They will need the aptitude to assist the advisor and clients in an efficient, enthusiastic, forward thinking manner using organisational and prioritising skills. They should be able to work well under pressure using their own initiative as well as part of the team. The person suited for this role must maintain strict confidentiality in performing their duties.