Paraplanner Vacancy (client facing)
Wealth Management Firm working with HNW & UHNW clients
Epsom/Leatherhead (Surrey)
Full training and study support
£40k - £44k basic salary plus benefits
My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 families with assets ranging from £600k - £8m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations stretching back 20 years.
The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operations professionals ensuring a smooth functioning of the business.
The Managing Director is creating a brand-new role for a Paraplanner who will be responsible for conducting end to end paraplanning, report writing, research and calculations on whole of market products. This role will be client facing. You attending meetings with the Advisers, taking meeting notes and doing all the follow up work with action points from the meetings. You will be experienced working on technical cases with HNW clients with pensions, investments, tax planning, retirement planning and VCT/EIS schemes. You will ideally have experience with Intelligent Office and Voyant but full training will be provided.
Salary: £40k - £44k (negotiable)
Attractive benefits package and holiday allowance
Reporting into a dedicated Operations Manager
If this role sounds of interest or any other roles I am working on please get in touch.