Paraplanner - £45k - £50k - Full Study Support to
2 weeks ago
My client are a wealth planning practice in Wokingham. My client gives whole of market advice to HNW private clients who are retirees and local families. A large proportion 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. My client are seeking a qualified Paraplanner to support the existing advisers.
The role has come about due to organic growth, with plenty of referrals and recommendations from existing clients. You will be working directly under a highly experienced adviser and you will attend client meetings with the Advisers. You will be lookingto stay paraplanning for a few years and later down the line there is a possibility to be an adviser (3+ years).
- Salary - £45k - £50k + 10% bonus
- Full study support towards chartered status
- Office based role
- Benefits: pension, death in service cover, medical cash plan
If you are working within a Private Client Wealth Management role, providing holistic paraplanning 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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Wokingham, United Kingdom Financial Divisions Full timeAre you a Paraplanner with an extensive background in private client wealth management supporting Financial Advisers on clients’ financial affairs? My client are a wealth planning practice in Wokingham. My client gives whole of market advice to HNW private clients who are retirees and local families. A large proportion of the advice they are giving is...
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