Paraplanner - work on a 1-2-1 basis with Adviser
other jobs Financial Divisions
Added before 2 Days
- England,South East,Surrey
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
BRAND NEW ROLE: Paraplanner Vacancy - Boutique IFA firm (Surrey)
*Join a growing business with no desire to sell to a consolidator
*4 days in the office - Leatherhead Offices (Surrey)
*Up to £45k basic salary plus benefits
*Work on a 1-2-1 basis with an adviser
*2+ years of solid paraplanning required
*End to end report writing, research and analysis of clients’ financials
*Boutique IFA with 250+ HNW & UHNW families/households
*Clients assets range from £600k to £8m invested.
*Whole of market financial advice to private clients
*NOT A REQUIREMENT to be studying towards your level 4 diploma
*Knowledge of Intelligent Office and Voyant is advantageous
*Full study support towards any exams you are undertaking
If this role sounds of interest or any other roles I am working on please get in touch.
*Join a growing business with no desire to sell to a consolidator
*4 days in the office - Leatherhead Offices (Surrey)
*Up to £45k basic salary plus benefits
*Work on a 1-2-1 basis with an adviser
*2+ years of solid paraplanning required
*End to end report writing, research and analysis of clients’ financials
*Boutique IFA with 250+ HNW & UHNW families/households
*Clients assets range from £600k to £8m invested.
*Whole of market financial advice to private clients
*NOT A REQUIREMENT to be studying towards your level 4 diploma
*Knowledge of Intelligent Office and Voyant is advantageous
*Full study support towards any exams you are undertaking
If this role sounds of interest or any other roles I am working on please get in touch.
Job number 3690953
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metapel
Company Details:
Financial Divisions
As a consultancy, we look after our candidates and offer a bespoke approach which makes us distinctive in today?s market-place.
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