Job title: Technical Wealth Planning Administrator/ Junior Paraplanner
Salary: £27000 - £40000 - Dependable on your experience and qualifications
Location: Reigate
Are you currently an Wealth planning Administrator looking for your next steps, and more technical responsibilities?
Or are you a Junior Paraplanner currently, and looking for an opportunity that could develop into advice down the line?
Do you enjoy a boutique-style workplace with close working relationships and highly social and supportive team?
Do you enjoy technical aspects such as:
- Preparing complex calculations and research such as Annual & Lifetime Allowance, Carry Forward, Capital Gains Tax and Bond & IHT calculations
- Preparing cashflow forecasts across a broad range of financial planning scenarios
- Realigning a client's risk profile
If so, then our client could be right for you
They are a boutique wealth management company, based in Reigate, with a close team and highly positive working atmosphere is looking for a technical assistant/junior paraplanner to join them. They are currently standing at a team of 5, and due to a growing client bank are now looking for their next hire.
The role boast some fantastic benefits such as
- If desired, this technical assistant can work towards becoming a diploma qualified paraplanner, assisting in all aspects of research and suitability report writing, and can also have full support to go onto chartered later down the line.
- The client also strongly encourages progression and development of employees - we have had the pleasure of placing two candidates into this business, both of which have progressed either into adviser or practice manager, so development prospects with this company are fantastic.
- Free parking or a 10 minute walk to Reigate station
- Spacious offices right by a beautiful park space
- the opportunity for 1 day from home after initial 3 month probationary period.
This role would suit anyone who loves variation, as it will involve all aspects of administration, as well as the more technical aspects mentioned above. You would work very closely with the other Administrator and practice manager to support the three advisers.
A fantastic opportunity for anyone looking for variation in their role, great progression opportunities, a collaborative approach and a highly supportive and positive team.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn't of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.