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- BRAND NEW ROLE - Diploma qualified Paraplanner
- Salary: £45k - £60K (DOE) plus bonuses
- Location: Offices based in Brighton
My client are a boutique independent wealth planning firm with offices in Brighton (Sussex). They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners with £750k+ of invested assets. The advisers are all Chartered or close to completion and consult on pensions, investments, tax planning, Trusts, cashflow modelling, retirement planning, protections, and some esoteric schemes.
They have very longstanding relations with their clients who offer plenty of recommendations and referrals to them as well as a network of professional stakeholders who introduce business to them. The staff are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM, their profound belief in this organically generates new business opportunities.
The Managing Director is seeking to recruit an experienced Paraplanner who is diploma qualified or very close to completion. You will be client facing with the Advisers and you need to be comfortable dealing with HNW clients, their clients have a minimum of £750k invested with many have multiple millions invested. So a background working with HNW clients, with complex financial affairs is crucial for this role and a stable career history (not moving roles too regularly). You will be conducting end to end paraplanning including: research, analysis, fact finds, report writing, pre and post meeting follow up work and aiding in compiling the advice alongside the advisers.
If this role sounds of interest, please get in touch with Peter at Financial Divisions.
