Junior Paraplanner Vacancy - £33K - £37K + Bonus, Full Study Support - Surrey

Junior Paraplanner Vacancy - £33k - £37k + bonus, Full study support - Surrey

My client are an independent wealth planning firm in Surrey who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London. They have 600 clients in their current setup with on average £500k of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 5 members of staff with them. They are pushing the business forward in a positive fashion with big expansion plans over the next 3 years.

The Managing Director is creating a brand new role for a Junior Paraplanner to be supporting the team of established Financial Advisers. You will be allocated an Adviser to support and you will act as a support to a Senior Paraplanner. Experience within an independent financial advice business will be key and you will ideally be working towards your level 4 diploma. This role will be suitable for a progressive candidate who is perhaps a Financial Administrator and wants to take their next step up and learn to become a Paraplanner or have done some paraplanning already. Full training and study support packages towards your diploma and Chartered status will be provided.

• Salary: £33k - £37k + bonuses
• Flexible can be offered
• Full study support towards level 4 diploma and chartered status
• Benefits: pension, death in service cover, income protection,
• 25 days holiday

If this role sounds of interest or any other roles I am working on please get in touch.