_{17th December, 2024}

Our client is a well-established Wealth and Accounting firm that provides holistic advice to their HNW clients.
 
Responsibilities:

• Support a team of Senior Private Adviser with developing strategies for their clients 
• Manage the outsource paraplanning team
• Vetting all SoA's
• Help the advisers manage clients, attend meetings, complete investment research
• Preparing high quality, accurate, timely and compliant statements of advice (SoA) on behalf of the advisers
• Working closely with the advisers in developing complex strategies for new and existing clients
• Assisting the advisers to ensure that all elements of the advice process are conducted in an ethical and compliant manner, in accordance with policy

• Minimum of 3 years' experience as a Paraplanner
• Completed ADFP 
• Xplan experience