Paraplanner
Senior Paraplanner £50k - £58k plus quarterly bonuses Chartered IFA firm Godalming/Guildford (Surrey) 25 days holiday + bank holidays, DIS benefit, Income Protections Private Medical Cover (optional) Working with HNW and 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 and 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. 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. The role will be office based but there may be the prospect to WFH a bit once you''re established in the business. The level4 diploma will be essential, ff you are sitting any exams ..... full job details .....
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