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Job Location | Godalming |
Education | Not Mentioned |
Salary | 40,000 - 50,000 per annum, inc benefits, OTE |
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.I am speaking directly to the de facto Office Manager. Business is busier than ever with a growing number of new queries coming into their inboxes, plenty of recurring business as well as new business. They are fully independent and a large proportion ofthe 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. As a result of this ongoing success, a brand-new vacancy has been createdby 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.