Job Description
- Paraplanner vacancy
- Boutique Wealth Management Firm
- Working with HNW & UHNW clients
- Leatherhead Offices (Surrey)
- Up to £45k basic salary plus benefits
My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £18m invested. Total AUM for the business is £300m with an ambition to grow this to £500m. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years.
The CEO is creating a brand-new role for Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous.
If this role sounds of interest or any other roles I am working on please get in touch.
