Financial Divisions
Paraplanner
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Trainee Paraplanner
Career defining opportunity for an ambitious candidate
£30k - £38k basic salary plus benefits
Offices near Guildford/Godalming
Some basic suitability letter exposure is ideal for this role
Boutique IFA Chartered IFA firm
My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years. They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the southeast. I have placed 10 staff into the business and have seen the business grow from strength to strength in that time.
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The Directors are looking to offer an amazing opportunity to an Trainee/Junior Paraplanner with at least 1 years' experience doing IFA Administration but who has some basic exposure to suitability report writing. You will ideally be studying towards your level 4 diploma. You will undertake the administration but very quickly thrown into suitability reports and research on pension, investments, tax planning, retirement planning, IHT and other topics. You will do cashflow modelling and attend clients with one of the Senior Advisers. This is a career enhancing role and you will have exposure to HNW & UHNW clients with £500k - £1m invested and the top household with £5m+ invested.
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My client are flexible salary wise but are willing to offer £30k - £38k for the role, possibly more for an exceptional candidate, plus a discretionary bonus, 25 days holiday, pension and other benefits.
Please get in touch for a confidential discussion - peter@financialdivisions.co.uk
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