Paraplanner

1 week ago


Burgh Heath, United Kingdom Financial Divisions Full time

Job Description Paraplanner – With potential to become Financial Advisor Average Client £AUM between £750k-£1m
Hybrid Working – Based in Bagshot, Surrey Up to £48-55k basic salary + revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Bagshot in Surrey.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the Southeast of England.
They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services.
They have a 30 year history in financial planning and have an established book of clients that continues to grow organically.
This practice requires an experienced Paraplanner (Ideally with Chartered Status) who is client facing, and willing to nurture and develop relationships with existing clients overseeing their complete wealth management requirements alongside an IFA.
This position is suitable to Paraplanners who are interested in the service and technical side of the job, and will appeal to those that prefer the offering of complete, holistic wealth management advice and truly working with the client's best interests in mind.


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