Paraplanner Vacancy
£45k + bonuses
IFA firm working with HNW & UHNW clients
Offices near Haywards Heath
3 days in the office per week after onboarding
Benefits: 5% Pension, DIS, PMI, 28 days annual leave
My client are an independent wealth planning firm near Haywards Heath 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 occasionally 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. A full package of study support will be available to you.
Please get in touch - peter@financialdivisions.co.uk