Paraplanner

☞ Financial Divisions

View: 102

Update day: 07-05-2024

Location: Godalming South East

Category: Finance / Bank / Stock Sales

Industry: Financial Services

Position: Associate

Job type: Full-time

Salary: £40,000 - £50,000

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Job content

Paraplanner - £40k - £50k, Godalming, IFA Firm - Supporting 2 Financial Advisers

My client, based in Godalming (Surrey) whom I have placed 3 members of staff with have been operating for 20+ years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families across Surrey. The business has a full team of administrators and paraplanners.

I am speaking directly to the de facto Office Manager. Business is busier than ever with a growing number of new queries coming into their inboxes, plenty of recurring business as well as new business. They are fully independent and a large proportion of the advice they are giving is across Pensions, Investments, Estate Planning & IHT planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of this ongoing success, a brand-new vacancy has been created by the Managing Director for a highly experienced Paraplanner.

You will be working directly for the Director/Primary Adviser on all his cases. There may be instances where you sit in on meetings with the Advisers. This role will be suitable for a Paraplanner who is diploma qualified and or is on their way to gaining their diploma. Full study support and training will be given and there is a route to being an adviser for the right person.

- Salary – £40k - £50k (depending on experience)

- Full study support and progression opportunities

- Office based role with flexible working hours

If you are working within a Private Client Wealth Management paraplanning role, providing holistic support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch.

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Deadline: 21-06-2024

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