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Job Location | Haywards Heath |
Education | Not Mentioned |
Salary | £30,000 - £50,000 per annum, negotiable, inc benef |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
2 x Paraplanning Vacancies - £30k - £50k + bonus, Full study support -Route to be an Adviser in 2 -3 years - Chartered IFA firm working with HNW & UHNW clients My client are a Chartered independent wealth planning firm in Haywards Heath 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. They have 500clients in their current setup with on average £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 do get involvedmore complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansionplans 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 2 brand new roles to be supporting the team of Chartered Financial Advisers. You will be allocated an Adviser to support and you will act as their "go-to-person" relating to all technical matters and report writing. Fulltraining and study support packages towards your diploma and Chartered status will be provided. If you aspire to be a Financial Adviser then full training will be provided and you could be an adviser in the much longer term as some Advisers are approachingretirement and will need replacements. But Career Paraplanners are welcomed.Trainee Paraplanner (progressive IFA Administrator)