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Paraplanner - Weybridge (Hybrid working) - Salary up to £50k + bonus

Financial Divisions
Posted 9 days ago, valid for 4 days
Location

Weybridge, Surrey KT130BZ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client is a multi-award-winning IFA with offices in London and Weybridge.
  • They are seeking an experienced Paraplanner with a background in Wealth Management for a role based in Weybridge.
  • The position offers a hybrid working pattern of 2 days in the office and 3 days remotely.
  • Candidates should have a diploma and be technically proficient in pensions, investments, and financial planning, with a focus on UHNW clients.
  • The salary for this role is competitive, and the ideal candidate should have at least 3 years of relevant experience.

My client is multi award winning IFA with offices based in London and Weybridge. A new role has arisen for an experienced Paraplanner who has gained experience within Wealth Management and looking for a new and exciting challenge based out of offices in Weybridge. Hybrid working pattern available, with 2 days in office and 3 days remotely.

The role will be supporting a Top Billing Advisers in the Company where you will be working closely with them, obtaining 1on1 mentoring and full direction and support to help you achieve your own career aspirations. You will need to be technically proficient with pensions, investments, protection, and all other areas of financial planning support. Due to the Adviser dealing with UHNW clients, the role is very technical and will bring to life your knowledge and expertise with reports and cashflow modelling.

My client will offer full career progression. This is an amazing opportunity for a diploma qualified Paraplanner who is looking for a hybrid role in Weybridge and is ambitious to be part of a high performing team.

Please do send your CV to Ursula Sloan at Financial Divisions

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.