Financial Divisions
Paraplanner
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Senior Paraplanner
£50k - £58k plus quarterly bonuses
Chartered IFA firm
Godalming/Guildford (Surrey)
Benefits
- 25 days holiday + bank holidays
- DIS benefit
- Income Protection
- Private Medical Cover (optional)
About the Role
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 a Pensions, Investments, IHT, Trusts, cashflow modelling etc will be essential. Knowledge of Intelligent Office CRM would be highly advantageous.
Key Responsibilities
- Work in a pod structure with a senior adviser
- Provide full training on processes and systems
- Broad range of experience and knowledge across Pensions, Investments, IHT, Trusts, cashflow modelling, etc
- Knowledge of Intelligent Office CRM would be highly advantageous
Qualifications and Experience
- Level 4 diploma essential
- Experience rather than exams is more important
- If sitting any exams towards Chartered status, the Directors will support your studies
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Benefits and Perks
- Office based role with the prospect of WFH once established
- Attractive benefits package including 25 days holiday, DIS and private medical cover
- Supportive environment where staff actively help each other
- Company socials and trips away
- Emphasis on staff wellbeing and team rapport
Why Join Us
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.
How to Apply
If this role sounds of interest or any other roles I am working on please get in touch:
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