Paraplanner

• BRAND NEW ROLE
• Paraplanner (junior or senior)
• £40k - £45k plus bonuses and benefits
• Established boutique Wealth Management Firm
• Offices in Fleet (Hampshire)

My client are a very well established Independent Financial Advisor (IFA) based in Fleet who have been operating for over 20 years with a full suite of financial advisers and servicing 500+ local families, retirees and HNW private individuals. Their clients primarily are based across Surrey, Hampshire and London, but they do have clients further afield. Clients hold anywhere between £500k to £2m+ of investable assets with a few families holding in excess of £2m of investments. The business has very longstanding relations with their clients, but they do hold relationships with a network of accountancy practices where they pick up leads and generate new business.

Following a very good 12 months with lots of new business coming into the advisers’ inboxes, the Managing Director is seeking an experienced Paraplanner who is ideally diploma qualified or close to completion. But they will consider a candidate who is qualified by experienced as opposed to qualifications. You will be confident with end-to-end paraplanning on pensions, investments, tax planning, retirement planning and IHT and knowledge with Voyant cashflow modelling would be highly advantageous. ...