* Paraplanner Vacancy (junior or senior)
* £35k - £55k + bonuses
* Chartered IFA firm working with HNW & UHNW clients
* Offices near Burgess Hill
* 4 days in the office per week (more flexibility can be offered)
* Benefits: pension, DIS, income protection, 25 days annual leave
My client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+ do get involved more complex products and wealth structuring.
The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London with over £1m of investable assets.
The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status.
Please get in touch with Peter at Financial Divisions if this is of any interest.
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