Senior Paraplanner

3 weeks ago

Horsham, United Kingdom Financial Divisions Full time

Paraplanner Vacancy (from either independent or restricted advice firm)Boutique financial advice firm - Horsham officesSupporting established advisers£40k - £50k plus bonuses and benefitsMy client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500+ clients assets ranging from £100k - £1m+.The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning. They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years. They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with.The Managing Director is creating a brand-new role for a Paraplanner who will be responsible for the end to end technical work, working alongside 2 other paraplanners. The advisers are generating lots of new business via referrals from their exiting clients. The team are incredibly busy and need someone who doesn't need training and is an established paraplanner. You will have a broad range of knowledge across pensio...

  • Paraplanner

    2 weeks ago

    Horsham RH, United Kingdom Benchmark Capital Full time £40,000 - £60,000 per year

    DescriptionWe're seeking an experienced and driven Senior Paraplanner to join our successful and award-winning Chartered Financial Planners. In this vital role, you'll deliver high-quality technical support, research, and reporting while collaborating as part of a cross-functional team ("Pod") of Financial Planners, Client Support Executives, and...

  • Senior Paraplanner

    2 weeks ago

    Horsham, United Kingdom IDEX Consulting Ltd Full time

    Schroders Personal Wealth combines Lloyds Banking Group's significant customer base, multi-channel distribution and digital capabilities with Schroders' investment and wealth management expertise and technology capabilities. Our focus is on the personal relationship we develop with our customers, underpinned by our multi-channel customer reach and our global...

  • IFA Administrator

    7 days ago

    Horsham, United Kingdom Financial Divisions Full time

    IFA Administrator (client services)Offices near Horsham (Sussex)£35k basic salary plus discretionary bonusBoutique wealth planning businessOverviewMy client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across...

  • Financial Planning Administrator

    3 weeks ago

    Horsham, United Kingdom Financial Divisions Full time

    Financial Administrator (1 year of experience minimum required)Offices near Horsham (Sussex)Boutique IFA with 400 clients£35k basic salary plus discretionary bonusMy client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME...

  • IFA Administrator

    3 weeks ago

    Horsham, United Kingdom Financial Divisions Full time

    IFA Administrator (client services)Offices near Horsham (Sussex)£35k basic salary plus discretionary bonusBoutique wealth planning business My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex....