Financial Divisions
Paraplanner
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BRAND NEW ROLE: Paraplanner Vacancy
Boutique Wealth Management Firm
£35k - £45k basic salary + discretionary bonuses
Reigate/ Redhill (Surrey) - hybrid working after onboarding
Full study support package towards level 4 diploma and chartered status
My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k to multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is a demonstrable track record of career progression. The business has very ambitious plans to expand and grow, so if you're looking to join an entrepreneurial and forward-thinking business, then this will be the right career move for you.
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The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required, and the role will involve end-to-end report writing, compiling advice with the advisers, cashflow modelling work, and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators.
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A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office-based to begin with, but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms, or Cashcal and FE Analytics will be helpful.
For more details please contact Peter Fozard at Financial Divisions.
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