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Permanent

Paraplanner

Burgess Hill
money-bag 35000.00-35000.00 Annual
3109831802
Posted 2 weeks ago

Paraplanner Vacancy (junior or senior)£35k - £55k + bonusesChartered IFA firm working with HNW and UHNW clientsOffices near Burgess Hill4 days in the office per week (more flexibility can be offered)Benefits: pension, DIS, income protection, 25 days annual leaveMy client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring.The Advisers are supported by a highly experienced team of Administrators and Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets.The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whe

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