Paraplanner - £40k - £50k, 10% Bonus and Full
1 day ago
Are 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 across Pensions, Investments, Estate Planning & IHTplanning. Their highest net worth clients do get involved more complex products and wealth structuring.
You will be working directly under a highly experienced adviser and you will attend client meetings with the Advisers. You will be looking to stay paraplanning for a few years and later down the line there is a possibility to be an adviser.
This role will be suitable for a Paraplanner who is on their way to their level 4 diploma qualification or has already obtained it. Full study and training will be given if you are undertaking your exams.
- £40k - £50k basic salary + 10% bonus
- Full study support towards chartered status
- Office based role (with some work from home options)
- 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 timeMy 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....
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