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* Paraplanner (career paraplanner or route to adviser)
* £35k - £55k basic salary plus bonus
* Working with HNW & UHNW clients (up to £3.5m of assets per client)
My client is a wealth planning practice in Epsom (Surrey) with over 20 years of operation. They have an excellent reputation for providing solid financial advice to private and corporate clients across London, Kent, Surrey, Sussex & Hampshire. They manage the financial affairs of 120 clients, including City professionals, families, retirees, and business owners, with assets ranging from £300k to £3.5m.
The Managing Director is seeking to recruit a new Paraplanner. Your experience and technical knowledge will be reflected in the salary and package, whether you're a junior or a senior chartered paraplanner. Typical duties include end-to-end report writing, technical research, assisting advisers in compiling advice, cashflow modelling, fact finds, and preparation and follow-up for annual reviews and client meetings. A broad knowledge of financial products such as Pensions, Investments, Tax Planning, Retirement Planning, and Protections is essential. Knowledge of Intelligent Office is highly advantageous, and familiarity with platforms like Transact, Nucleus, and AJ Bell is beneficial.
The role is initially office-based but will allow WFH 1 day per week. If you are studying towards your Level 4 Diploma or Chartered status, the Directors will support your studies. There is a potential long-term route to becoming an adviser. The salary ranges from £35k to £55k depending on experience, with an attractive benefits package. You will be supported by a dedicated Operations Manager, enabling you to focus on technical work rather than daily operational tasks. If you value a supportive environment where staff collaborate and enjoy their work, this role could be a great fit for you.
If you're interested in this role or other opportunities I am working on, please get in touch - [emailprotected]
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