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- AMAZING OPPORTUNITY: Paraplanner Vacancy
- Progression routes: Future Adviser or a Senior Career Paraplanner
- Work on a 1-2-1 basis with Chartered Adviser
- West Grinstead Offices (Sussex)
- £40k - £55k depending on experience plus discretionary bonus
- Pay rises per exam you pass towards Level 4 Diploma & Chartered status
- 23 days annual leave plus your birthday off work plus study leave
My client are a boutique independent Chartered wealth planning firm with offices near West Grinstead who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years.
The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. Staff are incentivised to do so with pay rises per exam passed.
The Directors are creating a brand-new role for a Paraplanner who can work on a 1-2-1 basis with a Chartered Adviser in the business. You will be working towards your level 4 diploma or have completed it and have good technical knowledge and writing suitability reports. Team fit is crucial for my clients, you will have a proactive attitude and have a desire to get stuck in a learn alongside very experienced advisers. You will be drafting reports, doing analysis, cashflow modelling and helping compile the advice.
- Salary: £40k - £55k (negotiable)
- Full training and onboarding
- 23 days holiday + bank holidays
- Your Birthday off work and study leave
- Full study support for industry exams
If this role sounds of interest or any other roles I am working on please get in touch.
