Paraplanner - £40k + Study Support, Bath Office

2 months ago

Bath, United Kingdom Financial Divisions Full time

**Paraplanner - £40k, Bath, Large IFA Firm - Supporting High Billing Financial Advisers**

My client, based in Bath are a large IFA with offices across the UK whom I have placed 15+ members of staff with over the years have been operating for 25+ years. They have an excellent reputation providing the highest levels of financial advice to HNW privateclients who are City professionals, retirees, accumulators and families across Surrey. The business has a full team of administrators and paraplanners.

I am speaking directly to the de facto Office Manager in the Bath setup. Business is busier than ever with a growing number of new queries coming into their inboxes, plenty of recurring business as well as new business. They are fully independent and a largeproportion 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. As a result of this ongoing success, a brand-new vacancyhas been created for an experienced Paraplanner.

You will be working directly under a Paraplanning Manager & Senior Manager. There may be instances where you sit in on meetings with the Advisers. This role will be suitable for a Paraplanner who is diploma qualified and or is on their way to gaining theirdiploma. Full study support and training will be given and there is a route to being an adviser for the right person.
- Salary - £35k - £40k (depending on experience)
- Full study support and progression opportunities
- Office based role with flexible working hours
- 3 days in the office and 2 days working from home
- Excellent benefits package

If you are working within a Private Client Wealth Management paraplanning role, providing holistic 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.

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