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Paraplanner - Work with Managing Director - Boutique IFA in Epsom - Up to £55k plus bonuses

Paraplanner - Work with Managing Director - Boutique IFA in Epsom - Up to £55k plus bonuses

Financial Divisions

Posted 5 hours ago, valid for 9 days

Epsom, Surrey KT18 7EW, England

Full Time

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Sonic Summary

The position is for a Paraplanner at a boutique IFA firm in Epsom, Surrey, with a salary range of £40k - £55k plus bonuses.
Candidates should have relevant experience, with a preference for those working towards a Level 4 diploma or Chartered status.
The role involves working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, managing assets up to £3.5 million per client.
Typical duties include report writing, technical research, cashflow modeling, and supporting advisers in client meetings.
The firm offers a supportive environment, with opportunities for career progression towards becoming an adviser and the option to work from home one day a week.

Paraplanner (career paraplanner or route to adviser)
£40k - £55k basic salary plus bonus
Offices in Epsom (Surrey)
Working with HNW & UHNW clients (up to £3.5m of assets per client)
Boutique IFA firm

My client is a wealth planning practice in Epsom (Surrey) who have been operating for 20+ years. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire. They manage the financial affairs of 120 City professionals, families, retirees, and business owners with £300k - £3.5m of assets invested.

The Managing Director is seeking to recruit a brand new Paraplanner. Your experience and technical knowledge will be reflected in a salary and package, whether you're a junior paraplanner or a senior chartered paraplanner. Typical duties will include end to end report writing, technical research, aiding advisers in compiling advice, cashflow modelling, fact finds and all prep and follow up follow annual reviews and client meetings. A broad range of experience and knowledge across a variety of financial products will be crucial (Pensions, Investments, tax planning, Retirement Planning, Protections etc.) Knowledge of Intelligent Office would be highly advantageous. They use a variety of platforms including Transact, Nucleus and AJ Bell.

The role will be office based to begin with but then you can WFH 1 day per week. If you are sitting any exams towards your level 4 diploma or Chartered status then the Directors will support you with your studies. If you aspire to be an adviser then there is a route to this in the longer term. The MD is looking to offer anywhere between £40k - £55k basic salary depending on your experience levels with an attractive benefits package. You will have a dedicated Operations Manager supporting you so you can focus purely on technical work rather than day to day operation running of the practice. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.

If this role sounds of interest or any other roles I am working on please get in touch.

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