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.
- * Very well-established Client base made up of long-standing Clients with an emphasis on intergenerational planning to ensure legacy remains in tact.
- * Business is involved with extensive community projects.
- * Perfect opportunity for a Career Paraplanner who enjoys research, analysis, suitability report/letter wiring and all preparatory work before the Advisers meet their clients.
- * Importance is placed on this individual enjoying being part of a growing business and contributing to their further development.
To register your interest, email Camilla Howden.