Paraplanner - Horsham - £30k - £45k Plus Full

3 days ago


Horsham, United Kingdom Financial Divisions Full time

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 Horsham. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are retirees and local families. A large proportion of the advice they are giving is acrossPensions, Investments, Estate Planning & IHT planning. Their highest net worth clients do get involved more complex products and wealth structuring. Following a recent acquisition of clients and an upcoming acquisition, a brand-new vacancy has been createdby the Managing Director for a Paraplanner.

You will be working directly under a highly experienced adviser who looks after the highest net worth clients and most complex cases. There may be instances where you sit in on meetings with the Advisers. You will be looking to stay paraplanning for a fewyears 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. Full study and training will be given if you are undertaking your exams.
- Salary - Up to £30k - £45k (negotiable)
- 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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