Address
Form of work
Salaryplus Full study support, Bonus, career development programme, DIS, Income Protection, mentoring scheme, 25 days holiday
Due to further expansion, my client, an independent wealth management firm based on the outskirts of Guildford are looking to offer this amazing opportunity to a dynamic and progressive individual who has already gained a years’ experience as an IFA Administrator looking to progress into paraplanning.
Opportunity Highlights
** Perfect opportunity to be part of the business which has big expansion plans over the next few years.
** This is a perfect opportunity for an either experienced IFA Administrator or a Graduate with an internship/university placement within wealth management.
** Work alongside a Senior Paraplanner providing dedicated support to a high billing Financial Planner.
** Provide support to HNW private clients who are retirees, accumulators, local families, and SME owners based across Surrey and London.
** The business works with 600 clients with on average £500k of assets to invest per client.
** Opportunity to gain exposure to more complex products and wealth structuring.
** The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business)
** Full study support towards your CII Level 4 Diploma and then to reach Chartered status provided.
Please send your CV to Camilla Howden.
