Financial Divisions
Paraplanner
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Senior Paraplanner
£45k - £60k plus bonuses
Chartered IFA Firm
Godalming/Guildford (Surrey)
- 25 days holiday + bank holidays
- DIS benefit
- Private Medical Cover
Working with HNW & UHNW clients
My client is a wealth planning practice based outside Guildford who have been operating for 15+ years and I have placed 5 members of staff into the business. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in Surrey, Sussex & Hampshire. They have a large book of business (close to £300m AUM) who are City professionals, families, retirees, and business owners with £500k to invest with their top client holding £20m+ to invest. This boutique firm has a team of Chartered Advisers and a full administrative and paraplanning team.
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The Managing Director is seeking a brand new experienced Senior Paraplanner. The business operates in a pod structure and one of the senior advisers is looking for Senior Career Paraplanner to work in his pod. Full training will be provided on their processes and systems but a broad range of experience and knowledge across Pensions, Investments, IHT, Trusts, cashflow modelling, etc will be essential. Knowledge of Intelligent Office CRM would be highly advantageous.
The role will be office based but there may be the prospect to WFH a bit once you're established in the business. The level 4 diploma will be essential, if you are sitting any exams towards their Chartered status then the Directors will support you with your studies but what qualifications you have is not a deal breaker, experience rather than exams is more important. The management team place a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting.
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The MD is looking to offer £45k - £60k basic salary, possibly more for the right candidate with an attractive benefits package including 25 days holiday, DIS and private medical cover. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.
If this role sounds of interest or any other roles I am working on please get in touch - peter@financialdivisions.co.uk
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