Paraplanner

1 month ago

Leatherhead, United Kingdom Financial Divisions Full time
Job Description

Client facing IFA Administrator/Junior Paraplanner

£30k - £38k + benefits package

Boutique Chartered IFA firm - Leatherhead/Epsom (Surrey)


My client are a Chartered independent wealth planning firm in Epsom Leatherhead who I have placed 2 staff with. They offer whole of market 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 several hundred clients with assets ranging from £600k - £8m with £1.2m being their average case. The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes. They have a big emphasis on intergenerational wealth planning and work with every level of a family to ensure their financial legacy is kept in tact.


The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client retention with some relations stretching back over 20 years. The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.


The Managing Director is creating a brand-new role for a client facing Financial Administrator/Trainee Paraplanner to be based in the Leatherhead/Epsom office supporting a team of Chartered Financial Advisers. You will occasionally attend meetings with the Advisers and be their "go-to-person" for administration and basic report writing. You will be doing research, analysis and all preparatory work before the Advisers meet their clients for exploratory meetings or annual reviews. This role will suit a candidate who is studying towards their level 4 diploma. Cultural fit will be vital for my client so a good attitude, a willingness to learn and contribute to a growing business will be key.


Salary: £30k - £38k

Full study support package

Benefits: pension, death in service cover, income protection,

Client facing role - ability to communicate with clients with vital


If this role sounds of interest or any other roles I am working on please get in touch -

  • Paraplanner

    2 months ago

    Leatherhead, United Kingdom Financial Divisions Full time

    Client facing IFA Administrator/Junior Paraplanner £30k - £38k + benefits package Boutique Chartered IFA firm - Leatherhead/Epsom (Surrey)My client are a Chartered independent wealth planning firm in Epsom Leatherhead who I have placed 2 staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners...

  • Paraplanner

    2 weeks ago

    Leatherhead, United Kingdom Financial Divisions Full time

    Client facing IFA Administrator/Junior Paraplanner £30k - £38k + benefits package Boutique Chartered IFA firm - Leatherhead/Epsom (Surrey)My client are a Chartered independent wealth planning firm in Epsom Leatherhead who I have placed 2 staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners...

  • HNW Financial Manager

    1 week ago

    Leatherhead, Surrey, United Kingdom Financial Divisions Full time

    About the RoleThe Financial Divisions are seeking a highly skilled HNW Financial Manager to join their team. As a Senior Wealth Advisor, you will be responsible for managing a portion of the CEO's existing book of business, working with complex High Net Worth (HNW) cases.This is a servicing role that requires gravitas and expertise in financial planning. You...

  • Paraplanner Support Specialist

    2 weeks ago

    Leatherhead, Surrey, United Kingdom Financial Divisions Full time

    Role OverviewWe are seeking a highly motivated Client Service Coordinator to join our team in Leatherhead/Epsom. As a key member of our administration team, you will support our Chartered Financial Advisers in delivering exceptional client service.Your primary responsibility will be to provide administrative support, including preparing reports, conducting...

  • Financial Planner

    5 days ago

    Leatherhead, United Kingdom Financial Divisions Full time

    Job Description Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a...

  • Financial Planner

    2 weeks ago

    Leatherhead, United Kingdom Financial Divisions Full time

    Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2...

  • Financial Planner

    2 weeks ago

    Leatherhead, United Kingdom Financial Divisions Full time

    Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

  • Financial Planner

    1 month ago

    Leatherhead, United Kingdom Financial Divisions Full time

    Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

  • Financial Planner

    1 month ago

    Leatherhead, United Kingdom Financial Divisions Full time

    Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

  • Financial Planner

    4 weeks ago

    Leatherhead, United Kingdom Financial Divisions Full time

    Job Description Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met...

  • Financial Planner

    1 month ago

    Leatherhead, UK, Surrey, United Kingdom Financial Divisions Full time

    Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....