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Job Location | Godalming |
Education | Not Mentioned |
Salary | 40,000 - 45,000 per annum, negotiable, inc benefit |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
My client, based in Godalming (Surrey) whom I have placed 3 members of staff with have been operating for 20+ years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees,accumulators and families across Surrey. The business has a full team of administrators and paraplanners.My client are fully independent and a large proportion of the advice they are giving is across Pensions, Investments, Estate Planning & IHT planning. Their highest net worth clients do get involved more complex products and wealth structuring such as VCT,EIS and BR products. The clients are longstanding and have given high levels of satisfaction year in and year out. As a result of this ongoing success, a brand-new vacancy has been created by the Managing Director for a highly experienced Paraplanner.You will be working directly for the Director/Primary Adviser on all his cases. There may be instances where you sit in on meetings with the Advisers. This role will be suitable for a Paraplanner who is diploma qualified and or is on their way to gainingtheir diploma. Full study support and training will be given and there is a route to being an adviser for the right person.- Salary - £40k - £45k (depending on experience)- Full study support and progression opportunities- Office based role with flexible working hoursIf you are working within a Private Client Wealth Management paraplanning role, providing holistic support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch.