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SalaryParaplanner Vacancy - £40k - £50k + bonus, full training and support - Wokingham. Join an entrepreneurial team seeking to grow the business
My client are an independent wealth planning firm in Wokingham who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across the Thames Valley and the M4 Corridor. I have placed 8 members of staff into the business and I have met the Directors. They have big expansion plans for the business over the next 5 years, including opening a new office, aiming to double their AUM and taking on numerous new Advisers. A large proportion of the advice they are giving is across Pensions, Investments, Estate Planning & IHT planning. Their highest net worth clients do get involved more complex products and wealth structuring with over £1m of investable assets.
The Managing Director is creating a brand new role for a Paraplanner to be supporting 2 established Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. You will be looking to stay paraplanning for a few years and later down the line there is a possibility to be an Adviser. Full training and study support packages towards your level 4 diploma or Chartered status will be provided.
- Salary - £40k - £45k + bonuses
- Full study support towards chartered status
- Benefits: pension, death in service cover, medical cash plan
If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch.
