Full job descriptionJoin a Chartered Boutique Wealth Management Firm Supporting High-Net-Worth Clients
An excellent opportunity has arisen for a Paraplanner to join a highly respected Chartered Independent Financial Planning firm based near Leatherhead. This is a business I know exceptionally well, having met the Directors on numerous occasions and successfully placed several professionals within the firm over the years.
The company provides holistic, whole-of-market financial planning advice to a loyal client base of high-net-worth individuals, retirees, business owners and local families across Surrey, Sussex, Kent and London. They currently advise more than 250 client families with investable assets typically ranging from £600,000 to £8 million.
Advice areas include:
• Retirement Planning
• Pension Planning
• Investment Management
• Inheritance Tax Planning
• Cashflow Modelling
• Protection Planning
• Tax-Efficient Wealth Structuring
The firm has built long-standing client relationships spanning more than two decades and prides itself on delivering exceptional service levels, resulting in outstanding client retention and referral rates.
The Opportunity
Due to continued growth, the business is seeking a proactive and technically minded Paraplanner to join its experienced client support team. This role will suit an individual who enjoys being involved in the full advice process and wants to continue developing their technical knowledge within a collaborative and supportive environment.
Working closely with Advisers and fellow support staff, your responsibilities will include:
• Preparing suitability reports across pensions, investments and protection products
• Conducting technical research and analysis
• Assisting in the construction of financial planning recommendations
• Liaising with product providers and clients where required
• Managing existing client accounts and servicing requirements
• Supporting advisers with ongoing financial planning work
• Assisting with cashflow modelling and financial planning analysis
About You
• Previous experience within a Paraplanning or Technical Support role
• Actively studying towards the Level 4 Diploma in Financial Planning (CII, CISI or LIBF) or already qualified
• Strong understanding of pensions, investments and financial planning principles
• Excellent organisational and communication skills
• Comfortable working within a collaborative team environment
• Experience using Intelligent Office and Voyant would be advantageous
Why Join?
• Chartered wealth management firm with an excellent reputation
• Supportive and collaborative culture
• Ongoing professional development and exam support
• Exposure to complex HNW and UHNW client cases
• Stable and growing business with strong leadership
• Competitive salary and benefits package
If you would like to discuss this opportunity, or other financial planning roles I am currently working on, please get in touch.
Ryan Wootten
Partner | Financial Divisions