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2 x Paraplanning Vacancies - Up to £50k + bonus, Route to be an Adviser in 2 -3 years

Job LocationHaywards Heath
EducationNot Mentioned
Salary£30,000 - £50,000 per annum, negotiable, inc benef
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

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)

  • Salary - £30k - £45k + bonuses (5% - 10% discretionary)
  • 4 days in the office per week (more flexibility can be offered)
  • Full study support towards level 4 diploma and chartered status
  • Benefits: pension, death in service cover, income protection, 25 days holiday
Paraplanner
  • Salary - £45k - £50k + bonuses (5% - 10% discretionary)
  • 4 days in the office per week (more flexible can be offered)
  • Full study support towards level 4 diploma and chartered status
  • **Route to be an adviser in 2 - 3 years following retirement of Adviser **
  • Benefits: pension, death in service cover, income protection, 25 days holiday
If either of these roles sound of interest or any other roles I am working on please get in touch with Peter at Financial Divisions.

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2 x Paraplanning Vacancies - Up to £50k + bonus, Route to be an Adviser in 2 -3 years Related Jobs

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