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Job Location | Dorking |
Education | Not Mentioned |
Salary | 40,000 - 50,000 per annum, negotiable, inc benefit |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Paraplanner - £40k - £50k - Working for 2 Advisers within boutique whole of market advice firm - Dorking (Surrey)Are you a Paraplanner with an extensive background in private client wealth management supporting Chartered Advisers on clients financial affairs Do you relish working in an environment where the client is put first, and their long-term financial healthand stability is at the heart of your objectives.My client, who I have placed staff with are an independent wealth planning practice with satellite offices across the UK who have been operating for over 10 years. They have an excellent reputation providing the highest levels of financial advice to HNWprivate clients who are City professionals, retirees, accumulators and families. Average client has £400k - £500k of investable assets, but the highest net worth clients have £1m+.I am speaking directly to the MD. A large proportion of the advice they are giving is across Pensions, Investments, Estate Planning, Will & Trusts, IHT and some protection work. Their highest net worth clients do get involved more complex products and wealthstructuring. As a result of this ongoing success, a brand-new vacancy has been created by the MD for a Paraplanner who ideally has their level 4 diploma or is on their way to passing their final exams.You will be working specifically for the MD and supporting on other Adviser. You will be conducting end to end paraplanning i.e. drafting templated suitability reports, product research, doing a variety of calculations and aiding with ad hoc admin and occasionallyattending meetings with the advisers to aid your development. Full study will be given if you are undertaking your final exams. My client will consider a Paraplanner from either a whole of market advice firm or a restricted advice firm.