Job Description
* Paraplanner (junior or senior)
* Chartered IFA firm
* Offices near East Grinstead
* £35k - £50k basic salary plus bonus
My client are a boutique wealth planning firm with offices near East Grinstead (Sussex) who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Kent, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £50k up to £5m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years.
The business has grown organically since its inception a team of established 5 Advisers and a full team of support staff including administrators, paraplanners and operations staff. They have their own Investment Committee and work with a number of DFM's as solutions for their clients. They have a full team of administrators and paraplanners who support the advisers as well as a separate Mortgage team.
The Directors are creating a brand-new role for a Paraplanner who will be responsible for conducting end to end technical administration and supporting the advisers with technical support with their existing clients and any new business. The Directors are open minded as to whether they recruit a junior paraplanner or a senior paraplanner. You will be attending some client meetings, compiling suitability letters and pre-meeting documentation assisting the MD with his affairs.
This role is suitable for a candidate with at least 1 years of wealth management paraplanning experience but the more experience you have the greater a package will be for a successful candidate. Team fit will be crucial for this role. Full training will be provided and an induction to get you up and running.
If this role sounds of interest or any other roles I am working on please get in touch with Peter at Financial Divisions.