My client are am independent wealth planning firm near Dorking/Reigate who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
In their current setup they manage the affairs of 300 clients with assets ranging from £100k - £1m with £500k being their average case.
My client are am independent wealth planning firm in Reigate who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
In their current setup they manage the affairs of 230 clients with assets ranging from £100k - £5m with £500k being their average case.
As a paraplanner, your work would consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting.
This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £100m, and who appreciate the close relationship offered by this IFA practice.
Excellent opening for a Diploma qualified Paraplanner offered by this independent boutique financial planning firm where they provide whole of market Financial advice to their portfolio of HNW Clients and their families all based in Surrey, Sussex Kent and South London.
Opportunity Highlights
Support 2 Chartered Financial Advisers within a business managing c £200m AUM.
Advice is provided across pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) VCT and EIS schemes.